Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-458
Closed -$22K 1459
2020
Q2
$22K Buy
+458
New +$22K ﹤0.01% 1057
2020
Q1
Sell
-943
Closed -$99K 1386
2019
Q4
$99K Buy
+943
New +$99K ﹤0.01% 824
2016
Q1
Hold
0
1041
2015
Q4
Hold
0
1190
2015
Q3
Hold
0
1204
2015
Q2
Hold
0
1218
2015
Q1
Hold
0
1279
2014
Q4
Sell
-4,900
Closed -$593K 1376
2014
Q3
$593K Buy
+4,900
New +$593K 0.01% 516
2014
Q2
Hold
0
1279
2014
Q1
Hold
0
1417
2013
Q4
Hold
0
1502
2013
Q3
Hold
0
1418
2013
Q2
Hold
0
1294