Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$387K Hold
1,776
0.01% 543
2019
Q2
$424K Sell
1,776
-1,552
-47% -$371K 0.01% 526
2019
Q1
$662K Hold
3,328
0.02% 392
2018
Q4
$491K Buy
3,328
+896
+37% +$132K 0.02% 410
2018
Q3
$431K Buy
2,432
+160
+7% +$28.4K 0.01% 537
2018
Q2
$376K Sell
2,272
-5,920
-72% -$980K 0.01% 512
2018
Q1
$1.22M Buy
8,192
+992
+14% +$148K 0.04% 249
2017
Q4
$911K Buy
7,200
+5,440
+309% +$688K 0.03% 295
2017
Q3
$206K Buy
+1,760
New +$206K 0.01% 630
2017
Q1
Sell
-4,368
Closed -$344K 981
2016
Q4
$344K Buy
+4,368
New +$344K 0.01% 410