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Investment Performance Detail
Investment Performance Detail
3D Systems Corp (DDD)
3M Company (MMM)
ADC Telecomm Inc (ADCT)
AFLAC Inc (AFL)
AT&T Corp (T)
AT&T Inc (T)
AT&T Wireless Group Inc (AWE)
AbbVie Inc (ABBV)
Abbott Laboratories (ABT)
Adobe Systems Inc (ADBE)
Advanced Micro Devices (AMD)
Agere Systems Inc Cl B (AGRB)
Agere Systems Inc. (AGR)
Agilent Technologies Inc (A)
Air Lease Corp (AL)
Alibaba Group Holding Ltd (BABA)
Alphabet Inc (GOOG)
Alphabet Inc A (GOOGL)
Altria Group (MO)
Amazon.com Inc (AMZN)
Amer Power Conversion Cp (APCC)
Amgen Co (AMGN)
Anheuser-Busch Companies Inc (BUD)
Apple Inc (AAPL)
Applied Materials Inc (AMAT)
Avaya Inc (AV)
BP Plc (BP)
Bank of America Corp (BAC)
Bed, Bath & Beyond Inc (BBBY)
Berkshire Hathaway Inc Cl B (BRKB)
Best Buy Co. Inc (BBY)
Bio Reference Laboratories (BRLI)
Biomet Inc (BMET)
Block Inc (SQ)
Boeing Company (BA)
Bright Horizons Family Solutions Inc (BFAM)
Broadcom Inc. (AVGO)
CSX Corp (CSX)
Calpine Cp (CPNLQ)
Canopy Growth Corp (CGC)
Cardinal Health Inc (CAH)
Caterpillar Inc (CAT)
Celgene (CELG)
Chevron (CVX)
Chicos Fas Inc (CHS)
Chipotle Mexican Grill Inc (CMG)
Cisco Systems Inc (CSCO)
Citadel Brdcstng (CTDBQ)
Citigroup (C)
Clayton Homes Inc (CMH)
Coca-Cola Company (KO)
Cognizant Technology Solutions Corp (CTSH)
Comcast Corp Class A (CMCSA)
Conoco Philips (COP)
Constellation Brands Inc (STZ)
Corning Inc (GLW)
Costco Wholesale (COST)
Crowdstrike Holdings Inc (CRWD)
Cvs Health Corp (CVS)
D. R. Horton Inc. (DHI)
Danaher Corp (DHR)
Deere & Company (DE)
Dell Inc (DELL)
Diebold Nixdorf (DBDQQ)
Dollar General Corp (DG)
EBay Inc (EBAY)
EMC Corp (EMC)
Eli Lilly & Company (LLY)
Enron Corp (ENRNQ)
Express Scripts Inc (ESRX)
Exxon Mobil Corp (XOM)
FactSet Research Systems Inc (FDS)
Fastenal Co (FAST)
First Data Corp (FDC)
Fiserv Inc (FI)
Ford Motor Company (F)
Frontier Communications Corp (FTRCQ)
GE Aerospace (GE)
Garmin Ltd (GRMN)
Gentex Cp (GNTX)
Gilead Science (GILD)
Harley Davidson Inc (HOG)
Home Depot Inc (HD)
Hp Inc (HPQ)
Infosys Ltd (INFY)
Intel Corp (INTC)
Invesco QQQ Trust Series 1 (QQQ)
J.P. Morgan Chase & Company (JPM)
Johnson & Johnson (JNJ)
Johnson Controls Inc (JCI)
Knight Transportation (KNX)
Kohl's Corp (KSS)
Krispy Kreme Doughnuts Inc (KKD)
L3 Technologies Inc (LLL)
LKQ Corp (LKQ)
Lowe's Companies Inc (LOW)
Lucent Technologies Inc (LU)
MBNA Corp (KRB)
Mastercard Incorp Common Stock (MA)
Mcdata Cp Cl A (MCDTA)
Mcdonalds Corp (MCD)
Medco Health Solutions Inc (MHS)
Medtronic Plc (MDT)
Merck & Co (MRK)
Meta Platforms Inc (META)
Microsoft Corp (MSFT)
Moderna Inc (MRNA)
Mondelez Int Cla (MDLZ)
Motorola Solutions Inc (MSI)
NIKE Inc (NKE)
Netflix Inc (NFLX)
Nextera Energy (NEE)
Nokia Corp. ADS (NOK)
Nortel Networks (NRTLQ)
Novo Nordisk A/S (NVO)
Nvidia Corp (NVDA)
OCA Inc (OCAI)
Oracle Corp (ORCL)
Palm Inc (PALM)
PayPal Holdings Inc (PYPL)
Paychex Inc (PAYX)
Pepsico Inc (PEP)
Petmed Express Inc (PETS)
Pfizer Inc (PFE)
Procter & Gamble Company (PG)
Qualcomm Inc (QCOM)
Qwest Communications International Inc (Q)
RTX Corp (RTX)
Salesforce Inc (CRM)
Schlumberger Limited (SLB)
Sirius XM Inc (SIRI)
Skyworks Solution (SWKS)
Southwest Airlines Co (LUV)
Staples Inc (SPLS)
Starbucks Corp (SBUX)
Stryker Corp (SYK)
Sun Microsys (JAVA)
Sysco Corp (SYY)
TJX Companies Inc (TJX)
Taiwan Semiconductor Manufacturing CoLtd (TSM)
Tapestry Inc (TPR)
Target Corp (TGT)
Telefonaktiebolaget LM Ericsson (ERIC)
Tellabs Inc (TLAB)
Tesla Inc (TSLA)
Teva Pharm Ind Inc ADR (TEVA)
Texas Instruments (TXN)
Time Warner Inc (TWX)
Transocean Ltd (RIG)
Travelers Prop Casualty B Wi (TAPB)
Travelers Prop Casualty Cl A (TAPA)
Ulta Beauty Inc (ULTA)
Under Armour Inc (UA)
Under Armour Inc Cl A (UAA)
United Parcel Service CL B (UPS)
UnitedHealth Group Inc (UNH)
VISA Inc (V)
Valero Energy Corp (VLO)
Verizon Comm (VZ)
Viatris Inc (VTRS)
Viavi Solutions (VIAV)
Walgreens Boots Alliance, Inc. (WBA)
Walmart Inc (WMT)
Walt Disney Company (DIS)
Washington Mutual Inc (WAMUQ)
Waste Management (WM)
Wells Fargo & Company (WFC)
Whole Foods Mkt (WFM)
Worldcom Inc (WCOEE)
Worldcom Inc Mci Grp (MCWEE)
XM Satellite Radio Hldgs Cl A (XMSR)
YUM! Brands (YUM)
Zoom Communications Inc (ZM)
to
Generate
Date
Description
Investments
Returns
12/31/2000
beginning market value
0.00
01/02/2001
buy, 2.552708 shares
126.04
02/01/2001
buy, 0.249893 shares
10.91
03/01/2001
buy, 0.16926 shares
7.75
04/02/2001
sell, 0.093513 shares
4.62
04/02/2001
sell, STCG
0.50
05/01/2001
sell, 0.036763 shares
1.82
05/01/2001
sell, STCG
0.18
06/01/2001
buy, 0.176238 shares
7.90
07/02/2001
buy, 0.269644 shares
12.19
08/01/2001
sell, 0.197509 shares
9.75
08/01/2001
sell, STCG
1.12
09/04/2001
buy, 0.005486 shares
0.26
10/01/2001
buy, 0.214473 shares
10.50
11/01/2001
buy, 0.074948 shares
3.63
12/03/2001
buy, 0.044551 shares
2.17
01/02/2002
buy, 0.151257 shares
7.43
02/01/2002
sell, 0.090481 shares
4.47
02/01/2002
sell, LTCG
0.06
03/01/2002
sell, 0.041664 shares
2.06
03/01/2002
sell, LTCG
0.08
04/01/2002
buy, 0.030058 shares
1.55
05/01/2002
buy, 0.040915 shares
2.17
06/03/2002
sell, 0.071223 shares
3.52
06/03/2002
sell, LTCG
0.12
07/01/2002
sell, 0.111787 shares
5.52
07/01/2002
sell, LTCG
0.04
08/01/2002
sell, 0.003808 shares
0.19
08/01/2002
sell, LTCG
0.03
09/03/2002
sell, 0.025996 shares
1.28
09/03/2002
sell, LTCG
0.28
10/01/2002
buy, 0.035317 shares
1.33
11/01/2002
buy, 0.28499 shares
12.63
12/02/2002
sell, 0.328215 shares
16.20
12/02/2002
sell, LTCG
2.35
01/02/2003
sell, 0.041437 shares
2.05
01/02/2003
sell, LTCG
0.26
02/03/2003
sell, 0.084924 shares
4.19
02/03/2003
sell, LTCG
0.73
03/03/2003
sell, 0.026666 shares
1.32
03/03/2003
sell, LTCG
0.30
04/01/2003
buy, 0.02471 shares
0.99
05/01/2003
buy, 0.01036 shares
0.45
06/02/2003
sell, 0.069011 shares
3.41
06/02/2003
sell, ltcg > 5/5
0.37
07/01/2003
buy, 0.080899 shares
3.59
08/01/2003
sell, 0.069249 shares
3.42
08/01/2003
sell, ltcg > 5/5
0.28
09/02/2003
sell, 0.047526 shares
2.35
09/02/2003
sell, ltcg > 5/5
0.21
10/01/2003
sell, 0.004954 shares
0.24
10/01/2003
sell, ltcg > 5/5
0.01
11/03/2003
buy, 0.040779 shares
1.95
12/01/2003
buy, 0.075439 shares
3.67
01/02/2004
buy, 0.271953 shares
12.63
02/02/2004
sell, 0.148092 shares
7.31
02/02/2004
sell, LTCG
0.21
03/01/2004
sell, 0.041261 shares
2.04
03/01/2004
sell, LTCG
0.11
04/01/2004
sell, 0.216272 shares
10.68
04/01/2004
sell, LTCG
1.03
05/03/2004
buy, 0.064231 shares
3.52
06/01/2004
buy, 0.014324 shares
0.77
07/01/2004
buy, 0.02167 shares
1.16
08/02/2004
buy, 0.022302 shares
1.14
09/01/2004
sell, 0.076373 shares
3.77
09/01/2004
sell, LTCG
0.03
10/01/2004
sell, 0.12682 shares
6.26
10/01/2004
sell, LTCG
0.09
11/01/2004
sell, 0.007791 shares
0.38
12/01/2004
sell, 0.045047 shares
2.22
12/01/2004
sell, LTCG
0.07
01/03/2005
sell, 0.157736 shares
7.79
01/03/2005
sell, LTCG
0.40
02/01/2005
sell, 0.029102 shares
1.44
02/01/2005
sell, LTCG
0.13
03/01/2005
buy, 0.00674 shares
0.36
04/01/2005
buy, 0.170544 shares
9.00
05/02/2005
buy, 0.013811 shares
0.77
06/01/2005
sell, 0.018878 shares
0.93
06/01/2005
sell, LTCG
0.14
07/01/2005
buy, 0.030283 shares
1.62
08/01/2005
buy, 0.032373 shares
1.77
09/01/2005
buy, 0.020862 shares
1.15
10/03/2005
sell, 0.003037 shares
0.15
10/03/2005
sell, LTCG
0.02
11/01/2005
sell, 0.032022 shares
1.58
11/01/2005
sell, LTCG
0.30
12/01/2005
sell, 0.246506 shares
12.17
12/01/2005
sell, LTCG
2.59
01/03/2006
buy, 0.021297 shares
1.27
02/01/2006
sell, 0.011021 shares
0.54
02/01/2006
sell, LTCG
0.09
03/01/2006
sell, 0.048024 shares
2.37
03/01/2006
sell, 0.037862 shares
1.65
03/01/2006
sell, LTCG
1.07
04/03/2006
buy, 0.009327 shares
0.54
05/01/2006
sell, 0.040542 shares
1.77
05/01/2006
sell, LTCG
0.59
06/01/2006
sell, 0.086002 shares
3.76
06/01/2006
sell, LTCG
1.49
07/03/2006
sell, 0.003741 shares
0.16
07/03/2006
sell, LTCG
0.07
08/01/2006
buy, 0.044727 shares
2.83
09/01/2006
buy, 0.112124 shares
7.33
10/02/2006
sell, 0.064638 shares
2.82
10/02/2006
sell, LTCG
1.34
11/01/2006
sell, 0.017108 shares
0.75
11/01/2006
sell, 0.04944 shares
2.26
11/01/2006
sell, LTCG
1.21
12/01/2006
sell, 0.079078 shares
3.62
12/01/2006
sell, LTCG
1.28
01/03/2007
buy, 0.261505 shares
16.40
02/01/2007
buy, 0.224349 shares
14.67
04/02/2007
buy, 0.216226 shares
13.71
05/01/2007
sell, 0.035051 shares
1.61
05/01/2007
sell, LTCG
0.72
06/01/2007
buy, 0.353562 shares
24.29
07/02/2007
buy, 0.018765 shares
1.23
08/01/2007
sell, 0.03721 shares
1.67
08/01/2007
sell, 0.005691 shares
0.26
08/01/2007
sell, LTCG
0.92
09/04/2007
buy, 0.010132 shares
0.70
10/01/2007
buy, 0.111257 shares
8.23
11/01/2007
buy, 0.068564 shares
4.96
12/03/2007
buy, 0.00554 shares
0.42
01/02/2008
buy, 0.33811 shares
25.46
02/01/2008
sell, 0.005354 shares
0.24
02/01/2008
sell, LTCG
0.13
03/03/2008
sell, 0.075277 shares
3.37
03/03/2008
sell, LTCG
1.91
04/01/2008
buy, 0.1372 shares
9.90
05/01/2008
buy, 0.128005 shares
8.77
06/02/2008
sell, 0.024709 shares
1.11
06/02/2008
sell, LTCG
0.56
07/01/2008
buy, 0.03393 shares
2.19
08/01/2008
buy, 0.032698 shares
2.18
09/02/2008
sell, 0.042475 shares
1.92
09/02/2008
sell, 0.033688 shares
1.51
09/02/2008
sell, LTCG
1.86
11/03/2008
buy, 0.060056 shares
3.45
12/01/2008
buy, 0.107781 shares
5.78
01/02/2009
sell, 0.122909 shares
5.56
01/02/2009
sell, LTCG
1.32
02/02/2009
sell, 0.030191 shares
1.36
02/02/2009
sell, LTCG
0.15
03/02/2009
sell, 0.04992 shares
2.26
03/02/2009
sell, LTCG
0.08
04/01/2009
sell, 0.024149 shares
1.09
04/01/2009
sell, 0.016604 shares
0.81
04/01/2009
sell, 0.005486 shares
0.26
04/01/2009
sell, LTCG
0.25
05/01/2009
sell, 0.012387 shares
0.61
05/01/2009
sell, LTCG
0.01
08/03/2009
sell, 0.062472 shares
3.06
08/03/2009
sell, LTCG
0.45
09/01/2009
sell, 0.073187 shares
3.58
09/01/2009
sell, LTCG
0.54
10/01/2009
buy, 0.040981 shares
2.40
11/02/2009
buy, 0.005416 shares
0.33
12/01/2009
buy, 0.040384 shares
2.58
02/01/2010
buy, 0.038858 shares
2.36
11/09/2010
sell, 0.044551 shares
2.17
11/09/2010
sell, 0.049823 shares
2.44
11/09/2010
sell, 0.074948 shares
3.63
11/09/2010
sell, 0.047617 shares
2.34
11/09/2010
sell, LTCG
3.59
12/01/2010
sell, 0.029969 shares
1.47
12/01/2010
sell, LTCG
0.50
01/03/2011
sell, 0.027649 shares
1.36
01/03/2011
sell, LTCG
0.46
02/01/2011
buy, 0.121866 shares
7.93
03/01/2011
buy, 0.015913 shares
1.01
09/01/2011
buy, 0.025794 shares
1.65
10/03/2011
sell, 0.037827 shares
1.86
10/03/2011
sell, LTCG
0.42
11/01/2011
buy, 0.037099 shares
2.31
12/01/2011
sell, 0.018972 shares
0.98
12/01/2011
sell, 0.008195 shares
0.40
12/01/2011
sell, LTCG
0.36
01/03/2012
buy, 0.070349 shares
4.67
02/01/2012
sell, 0.022651 shares
0.85
02/01/2012
sell, 0.040915 shares
2.17
02/01/2012
sell, 0.011086 shares
0.57
02/01/2012
sell, LTCG
1.37
03/01/2012
buy, 0.053269 shares
3.33
04/02/2012
sell, 0.012478 shares
0.47
04/02/2012
sell, LTCG
0.36
05/01/2012
buy, 0.07472 shares
4.97
06/01/2012
buy, 0.015612 shares
1.05
07/02/2012
sell, 0.000188 shares
0.01
07/02/2012
sell, 0.106988 shares
4.74
07/02/2012
sell, LTCG
2.83
08/01/2012
buy, 0.019867 shares
1.44
09/04/2012
buy, 0.028571 shares
2.07
10/01/2012
buy, 0.033935 shares
2.40
11/01/2012
sell, 0.063582 shares
2.82
11/01/2012
sell, LTCG
1.60
12/03/2012
sell, 0.11442 shares
5.07
12/03/2012
sell, 0.02471 shares
0.99
12/03/2012
sell, 0.01036 shares
0.45
12/03/2012
sell, 0.028342 shares
1.26
12/03/2012
sell, LTCG
4.66
01/02/2013
buy, 0.06939 shares
4.81
02/01/2013
sell, 0.012201 shares
0.59
02/01/2013
sell, 0.052557 shares
2.33
02/01/2013
sell, 0.040779 shares
1.95
02/01/2013
sell, LTCG
2.80
03/01/2013
sell, 0.015611 shares
0.76
03/01/2013
sell, LTCG
0.43
04/01/2013
buy, 0.005523 shares
0.44
05/01/2013
sell, 0.046451 shares
2.16
05/01/2013
sell, 0.047627 shares
2.32
05/01/2013
sell, LTCG
3.25
06/03/2013
sell, 0.002606 shares
0.12
06/03/2013
sell, LTCG
0.09
07/01/2013
sell, 0.002951 shares
0.14
07/01/2013
sell, LTCG
0.10
08/01/2013
sell, 0.104651 shares
4.86
08/01/2013
sell, LTCG
3.95
09/03/2013
buy, 0.045122 shares
3.62
10/01/2013
sell, 0.04256 shares
1.97
10/01/2013
sell, LTCG
1.43
11/01/2013
sell, 0.084952 shares
4.48
11/01/2013
sell, 0.072734 shares
3.38
11/01/2013
sell, 0.064231 shares
3.52
11/01/2013
sell, 0.014324 shares
0.77
11/01/2013
sell, 0.02167 shares
1.16
11/01/2013
sell, 0.022302 shares
1.14
11/01/2013
sell, 0.00674 shares
0.36
11/01/2013
sell, LTCG
9.45
12/02/2013
buy, 0.015599 shares
1.31
01/02/2014
sell, 0.004069 shares
0.21
01/02/2014
sell, LTCG
0.12
02/03/2014
buy, 0.1167 shares
9.17
03/03/2014
sell, 0.032373 shares
1.77
03/03/2014
sell, 0.020862 shares
1.15
03/03/2014
sell, 0.021297 shares
1.27
03/03/2014
sell, 0.009327 shares
0.54
03/03/2014
sell, 0.043553 shares
2.76
03/03/2014
sell, 0.081523 shares
4.31
03/03/2014
sell, 0.013811 shares
0.77
03/03/2014
sell, 0.030283 shares
1.62
03/03/2014
sell, LTCG
5.93
04/01/2014
sell, 0.057716 shares
3.77
04/01/2014
sell, 0.001174 shares
0.07
04/01/2014
sell, LTCG
1.04
05/01/2014
sell, 0.007686 shares
0.50
05/01/2014
sell, LTCG
0.16
06/02/2014
sell, 0.046722 shares
3.06
06/02/2014
sell, 0.014876 shares
0.93
06/02/2014
sell, LTCG
1.42
07/01/2014
sell, 0.00809 shares
0.51
07/01/2014
sell, LTCG
0.21
08/01/2014
sell, 0.056339 shares
3.53
08/01/2014
sell, LTCG
1.43
09/02/2014
sell, 0.006512 shares
0.41
09/02/2014
sell, LTCG
0.19
10/01/2014
sell, 0.040854 shares
2.56
10/01/2014
sell, LTCG
1.23
11/03/2014
sell, 0.004505 shares
0.28
11/03/2014
sell, LTCG
0.15
12/01/2014
buy, 0.013108 shares
1.31
01/02/2015
sell, 0.044201 shares
2.77
01/02/2015
sell, LTCG
1.40
02/02/2015
buy, 0.008615 shares
0.82
03/02/2015
buy, 0.03397 shares
3.36
04/01/2015
sell, 0.032366 shares
2.03
04/01/2015
sell, LTCG
1.05
05/01/2015
buy, 0.022202 shares
2.12
06/01/2015
sell, 0.052863 shares
3.32
06/01/2015
sell, LTCG
1.75
07/01/2015
buy, 0.010185 shares
0.96
08/03/2015
sell, 0.018268 shares
1.19
08/03/2015
sell, 0.000899 shares
0.06
08/03/2015
sell, LTCG
0.62
09/01/2015
sell, 0.114186 shares
7.47
09/01/2015
sell, LTCG
2.96
10/01/2015
sell, 0.091895 shares
6.01
10/01/2015
sell, 0.026215 shares
1.66
10/01/2015
sell, LTCG
3.41
11/02/2015
buy, 0.02771 shares
2.81
12/01/2015
buy, 0.009212 shares
0.93
01/04/2016
buy, 0.027569 shares
2.72
02/01/2016
sell, 0.052783 shares
3.35
02/01/2016
sell, LTCG
1.88
03/01/2016
sell, 0.001259 shares
0.08
03/01/2016
sell, LTCG
0.04
04/01/2016
sell, 0.078486 shares
4.98
04/01/2016
sell, LTCG
3.17
05/02/2016
sell, 0.017926 shares
1.14
05/02/2016
sell, LTCG
0.71
07/01/2016
sell, 0.015747 shares
1.08
07/01/2016
sell, 0.039557 shares
2.50
07/01/2016
sell, LTCG
2.26
08/01/2016
sell, 0.062621 shares
4.30
08/01/2016
sell, LTCG
2.52
09/01/2016
buy, 0.041373 shares
4.44
10/03/2016
sell, 0.009433 shares
0.65
10/03/2016
sell, LTCG
0.37
11/01/2016
buy, 0.050427 shares
5.38
12/01/2016
buy, 0.03784 shares
3.75
01/03/2017
sell, 0.015732 shares
1.08
01/03/2017
sell, LTCG
0.57
02/01/2017
sell, 0.04128 shares
2.84
02/01/2017
sell, LTCG
1.41
03/01/2017
buy, 0.046073 shares
5.06
04/03/2017
sell, 0.093692 shares
6.44
04/03/2017
sell, LTCG
4.04
05/01/2017
sell, 0.060868 shares
4.18
05/01/2017
sell, LTCG
2.65
06/01/2017
buy, 0.012662 shares
1.48
07/03/2017
buy, 0.054771 shares
6.32
08/01/2017
sell, 0.054189 shares
3.72
08/01/2017
sell, 0.016318 shares
1.07
08/01/2017
sell, LTCG
3.38
09/01/2017
buy, 0.019359 shares
2.24
10/02/2017
buy, 0.009879 shares
1.08
11/01/2017
sell, 0.002447 shares
0.16
11/01/2017
sell, 0.001641 shares
0.11
11/01/2017
sell, LTCG
0.18
12/01/2017
sell, 0.01656 shares
1.22
12/01/2017
sell, 0.008491 shares
0.59
12/01/2017
sell, LTCG
1.12
01/02/2018
sell, 0.044237 shares
3.27
01/02/2018
sell, LTCG
1.95
02/01/2018
sell, 0.034386 shares
2.55
02/01/2018
sell, LTCG
1.59
03/01/2018
sell, 0.013692 shares
1.01
03/01/2018
sell, LTCG
0.47
04/02/2018
buy, 0.01202 shares
1.29
05/01/2018
sell, 0.002382 shares
0.18
05/01/2018
sell, 0.006811 shares
0.49
05/01/2018
sell, LTCG
0.24
06/01/2018
sell, 0.054118 shares
4.08
06/01/2018
sell, 0.00554 shares
0.42
06/01/2018
sell, 0.061753 shares
4.47
06/01/2018
sell, LTCG
3.20
07/02/2018
sell, 0.015985 shares
1.20
07/02/2018
sell, LTCG
0.55
08/01/2018
buy, 0.026794 shares
3.04
09/04/2018
buy, 0.029774 shares
3.30
10/01/2018
sell, 0.044172 shares
3.33
10/01/2018
sell, LTCG
1.56
11/01/2018
buy, 0.031644 shares
3.53
12/03/2018
buy, 0.006283 shares
0.75
01/02/2019
sell, 0.038097 shares
2.87
01/02/2019
sell, LTCG
1.29
02/01/2019
sell, 0.033534 shares
2.52
02/01/2019
sell, LTCG
1.24
03/01/2019
buy, 0.03444 shares
4.00
04/01/2019
sell, 0.050293 shares
3.79
04/01/2019
sell, LTCG
2.35
05/01/2019
buy, 0.079007 shares
10.05
06/03/2019
buy, 0.069292 shares
8.94
07/01/2019
buy, 0.019443 shares
2.56
08/01/2019
sell, 0.042706 shares
3.21
08/01/2019
sell, LTCG
2.22
09/03/2019
buy, 0.022817 shares
3.14
10/01/2019
sell, 0.00394 shares
0.30
10/01/2019
sell, LTCG
0.24
11/01/2019
buy, 0.08398 shares
11.50
12/02/2019
sell, 0.005188 shares
0.37
12/02/2019
sell, 0.055265 shares
4.16
12/02/2019
sell, LTCG
3.68
01/02/2020
buy, 0.01209 shares
1.64
02/03/2020
buy, 0.028693 shares
4.09
03/02/2020
sell, 0.017278 shares
1.25
03/02/2020
sell, LTCG
1.13
04/01/2020
sell, 0.102878 shares
7.42
04/01/2020
sell, LTCG
4.73
05/01/2020
buy, 0.008112 shares
1.06
06/01/2020
sell, 0.011856 shares
0.86
06/01/2020
sell, 0.01529 shares
1.05
06/01/2020
sell, LTCG
1.70
07/01/2020
sell, 0.009546 shares
0.62
07/01/2020
sell, 0.112715 shares
7.72
07/01/2020
sell, LTCG
7.84
08/03/2020
buy, 0.08103 shares
11.08
09/01/2020
buy, 0.054268 shares
7.55
10/01/2020
sell, 0.024384 shares
1.57
10/01/2020
sell, 0.029406 shares
1.96
10/01/2020
sell, LTCG
4.04
11/02/2020
sell, 0.002757 shares
0.18
11/02/2020
sell, LTCG
0.19
12/01/2020
sell, 0.034263 shares
1.84
12/01/2020
sell, 0.000535 shares
0.04
12/01/2020
sell, 0.060056 shares
3.45
12/01/2020
sell, LTCG
8.53
01/04/2021
buy, 0.084698 shares
12.22
02/01/2021
sell, 0.009629 shares
0.52
02/01/2021
sell, LTCG
0.80
03/01/2021
sell, 0.00176 shares
0.09
03/01/2021
sell, LTCG
0.14
04/01/2021
sell, 0.035464 shares
1.90
04/01/2021
sell, LTCG
3.11
05/03/2021
sell, 0.026665 shares
1.43
05/03/2021
sell, 0.027976 shares
1.64
05/03/2021
sell, LTCG
4.90
06/01/2021
sell, 0.013005 shares
0.76
06/01/2021
sell, 0.0295 shares
1.88
06/01/2021
sell, 0.005416 shares
0.33
06/01/2021
sell, LTCG
4.10
07/01/2021
buy, 0.024039 shares
3.56
08/02/2021
sell, 0.028776 shares
1.75
08/02/2021
sell, 0.010884 shares
0.70
08/02/2021
sell, LTCG
3.75
09/01/2021
buy, 0.07057 shares
11.14
10/01/2021
sell, 0.010082 shares
0.61
10/01/2021
sell, 0.049277 shares
3.21
10/01/2021
sell, LTCG
5.14
11/01/2021
buy, 0.087308 shares
14.08
12/01/2021
buy, 0.029885 shares
4.79
01/03/2022
buy, 0.009237 shares
1.60
02/01/2022
sell, 0.070386 shares
4.58
02/01/2022
sell, LTCG
7.55
03/01/2022
buy, 0.013747 shares
2.23
04/01/2022
buy, 0.082675 shares
14.03
05/02/2022
sell, 0.021121 shares
1.35
05/02/2022
sell, 0.002203 shares
0.14
05/02/2022
sell, 0.015913 shares
1.01
05/02/2022
sell, LTCG
4.08
06/01/2022
sell, 0.001576 shares
0.10
06/01/2022
sell, LTCG
0.16
07/01/2022
buy, 0.074359 shares
12.60
08/01/2022
sell, 0.037099 shares
2.31
08/01/2022
sell, 0.010002 shares
0.63
08/01/2022
sell, 0.070349 shares
4.67
08/01/2022
sell, 0.003097 shares
0.20
08/01/2022
sell, LTCG
13.52
09/01/2022
buy, 0.020317 shares
3.51
10/03/2022
sell, 0.043267 shares
2.70
10/03/2022
sell, 0.072446 shares
4.82
10/03/2022
sell, LTCG
11.60
11/01/2022
sell, 0.002274 shares
0.15
11/01/2022
sell, 0.000333 shares
0.02
11/01/2022
sell, 0.019867 shares
1.44
11/01/2022
sell, 0.015612 shares
1.05
11/01/2022
sell, LTCG
4.22
12/01/2022
sell, 0.018449 shares
1.34
12/01/2022
sell, LTCG
2.09
01/03/2023
sell, 0.033935 shares
2.40
01/03/2023
sell, 0.008209 shares
0.57
01/03/2023
sell, 0.009789 shares
0.71
01/03/2023
sell, LTCG
5.64
02/01/2023
sell, 0.02432 shares
1.69
02/01/2023
sell, LTCG
2.48
03/01/2023
buy, 0.073367 shares
12.57
04/03/2023
buy, 0.026787 shares
4.89
05/01/2023
buy, 0.013891 shares
2.66
06/01/2023
buy, 0.022839 shares
4.16
07/03/2023
sell, 0.015943 shares
1.10
07/03/2023
sell, LTCG
1.86
08/01/2023
buy, 0.093497 shares
17.47
09/01/2023
sell, 0.016064 shares
1.11
09/01/2023
sell, LTCG
1.71
10/02/2023
sell, 0.004854 shares
0.34
10/02/2023
sell, 0.005523 shares
0.44
10/02/2023
sell, 0.004839 shares
0.39
10/02/2023
sell, LTCG
1.40
11/01/2023
sell, 0.008332 shares
0.67
11/01/2023
sell, LTCG
0.70
12/01/2023
buy, 0.073848 shares
12.46
01/02/2024
sell, 0.003538 shares
0.28
01/02/2024
sell, LTCG
0.33
02/01/2024
buy, 0.003974 shares
0.68
03/01/2024
buy, 0.084909 shares
13.98
04/01/2024
sell, 0.013975 shares
1.12
04/01/2024
sell, LTCG
1.30
05/01/2024
sell, 0.014438 shares
1.16
05/01/2024
sell, 0.015599 shares
1.31
05/01/2024
sell, 0.011253 shares
0.88
05/01/2024
sell, LTCG
3.88
06/03/2024
buy, 0.158406 shares
27.12
07/01/2024
sell, 0.069704 shares
5.48
07/01/2024
sell, LTCG
5.87
08/01/2024
buy, 0.008854 shares
1.55
09/03/2024
sell, 0.022302 shares
1.75
09/03/2024
sell, LTCG
2.21
10/01/2024
buy, 0.038593 shares
6.61
11/01/2024
buy, 0.058735 shares
9.73
12/02/2024
buy, 0.12715 shares
20.73
12/27/2024
ending market value
354.67
808.70
1,066.28
Annualized Internal Rate of Return = 4.4%
Return to the report list
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