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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, 2.322496 shares
97.69
02/01/2001
sell, 0.304025 shares
12.79
02/01/2001
sell, STCG
2.13
03/01/2001
buy, 0.45848 shares
21.81
04/02/2001
sell, 0.16382 shares
6.89
04/02/2001
sell, STCG
0.15
05/01/2001
sell, 2.037738 shares
42.86
05/01/2001
sell, STCG
2.06
06/01/2001
buy, 0.890014 shares
17.44
07/02/2001
buy, 0.117942 shares
2.69
08/01/2001
buy, 0.155561 shares
2.86
09/04/2001
sell, 0.007856 shares
0.17
09/04/2001
sell, STCG
0.04
10/01/2001
sell, 0.137253 shares
2.89
10/01/2001
sell, STCG
0.86
11/01/2001
buy, 0.02305 shares
0.40
12/03/2001
buy, 0.20004 shares
3.70
01/02/2002
sell, 0.209977 shares
4.41
01/02/2002
sell, STCG
0.31
02/01/2002
buy, 0.182619 shares
4.18
03/01/2002
buy, 0.010724 shares
0.25
04/01/2002
buy, 0.065454 shares
1.53
05/01/2002
buy, 0.016515 shares
0.39
06/03/2002
sell, 0.173366 shares
3.65
06/03/2002
sell, LTCG
0.45
07/01/2002
buy, 0.267338 shares
6.51
08/01/2002
buy, 0.041829 shares
0.79
09/03/2002
buy, 0.068624 shares
1.37
10/01/2002
buy, 0.041232 shares
0.88
11/01/2002
sell, 0.104214 shares
2.19
11/01/2002
sell, LTCG
0.30
12/02/2002
buy, 0.12565 shares
2.71
01/02/2003
buy, 0.011173 shares
0.24
02/03/2003
sell, 0.517789 shares
10.89
02/03/2003
sell, LTCG
0.82
03/03/2003
buy, 0.331267 shares
7.69
05/01/2003
buy, 0.013015 shares
0.31
06/02/2003
sell, 0.207872 shares
4.37
06/02/2003
sell, ltcg > 5/5
0.72
07/01/2003
sell, 0.026003 shares
0.55
07/01/2003
sell, ltcg > 5/5
0.11
08/01/2003
sell, 0.006845 shares
0.14
08/01/2003
sell, ltcg > 5/5
0.05
09/02/2003
sell, 0.132312 shares
2.78
09/02/2003
sell, ltcg > 5/5
1.02
11/03/2003
buy, 0.018998 shares
0.60
12/01/2003
buy, 0.013232 shares
0.43
01/02/2004
buy, 0.046751 shares
1.54
02/02/2004
sell, 0.035445 shares
0.74
02/02/2004
sell, LTCG
0.54
03/01/2004
buy, 0.090923 shares
3.44
04/01/2004
sell, 0.112632 shares
2.37
04/01/2004
sell, 0.163615 shares
3.89
04/01/2004
sell, LTCG
4.30
05/03/2004
buy, 0.115052 shares
4.50
06/01/2004
sell, 0.167082 shares
3.97
06/01/2004
sell, LTCG
2.89
07/01/2004
buy, 0.185634 shares
8.28
08/02/2004
buy, 0.094142 shares
4.37
09/01/2004
buy, 0.053775 shares
2.32
10/01/2004
buy, 0.019435 shares
0.92
11/01/2004
sell, 0.021327 shares
0.51
11/01/2004
sell, LTCG
0.63
12/01/2004
buy, 0.03334 shares
1.92
01/03/2005
buy, 0.081535 shares
4.99
02/01/2005
sell, 0.071699 shares
1.71
02/01/2005
sell, LTCG
2.19
03/01/2005
sell, 0.132912 shares
3.16
03/01/2005
sell, LTCG
3.83
04/01/2005
buy, 0.029275 shares
1.50
05/02/2005
sell, 0.153597 shares
3.65
05/02/2005
sell, LTCG
4.00
06/01/2005
sell, 0.206728 shares
4.92
06/01/2005
sell, 0.06373 shares
1.25
06/01/2005
sell, LTCG
8.69
07/01/2005
buy, 0.02274 shares
1.16
08/01/2005
buy, 0.009261 shares
0.48
09/01/2005
buy, 0.00757 shares
0.37
10/03/2005
sell, 0.230149 shares
4.51
10/03/2005
sell, LTCG
7.09
11/01/2005
sell, 0.021517 shares
0.25
11/01/2005
sell, 1.19227 shares
11.68
11/01/2005
sell, LTCG
22.24
12/01/2005
buy, 1.328596 shares
41.37
01/03/2006
sell, 0.105236 shares
1.20
01/03/2006
sell, LTCG
2.05
02/01/2006
buy, 0.136558 shares
4.28
03/01/2006
buy, 0.194826 shares
7.07
04/03/2006
buy, 0.390923 shares
14.85
05/01/2006
sell, 0.025847 shares
0.29
05/01/2006
sell, LTCG
0.67
06/01/2006
buy, 0.032015 shares
1.16
07/03/2006
buy, 0.18357 shares
6.98
08/01/2006
buy, 0.344777 shares
11.36
09/01/2006
buy, 0.051818 shares
1.65
10/02/2006
sell, 0.083284 shares
0.95
10/02/2006
sell, 0.030114 shares
0.28
10/02/2006
sell, LTCG
2.58
11/01/2006
buy, 0.015689 shares
0.59
12/01/2006
buy, 0.041079 shares
1.45
01/03/2007
sell, 0.134108 shares
1.23
01/03/2007
sell, LTCG
3.50
02/01/2007
sell, 0.1469 shares
1.35
02/01/2007
sell, 0.032586 shares
0.28
02/01/2007
sell, LTCG
4.55
04/02/2007
buy, 0.159081 shares
4.97
05/01/2007
buy, 0.154499 shares
4.79
06/01/2007
buy, 0.322285 shares
9.39
07/02/2007
sell, 0.013514 shares
0.12
07/02/2007
sell, 0.145403 shares
1.34
07/02/2007
sell, LTCG
2.68
08/01/2007
buy, 0.211855 shares
5.76
09/04/2007
buy, 0.221633 shares
6.14
10/01/2007
sell, 0.155487 shares
1.44
10/01/2007
sell, LTCG
2.65
11/01/2007
sell, 0.341151 shares
3.90
11/01/2007
sell, 0.09919 shares
0.92
11/01/2007
sell, LTCG
6.55
12/03/2007
sell, 0.027302 shares
0.33
12/03/2007
sell, 0.024087 shares
0.28
12/03/2007
sell, 0.021448 shares
0.25
12/03/2007
sell, 0.130908 shares
1.53
12/03/2007
sell, 0.03303 shares
0.39
12/03/2007
sell, LTCG
2.62
01/02/2008
sell, 0.111122 shares
1.35
01/02/2008
sell, LTCG
0.80
02/01/2008
sell, 0.005687 shares
0.07
02/01/2008
sell, LTCG
0.04
03/03/2008
sell, 0.286329 shares
3.49
03/03/2008
sell, LTCG
1.62
04/01/2008
sell, 0.052164 shares
0.49
04/01/2008
sell, 0.104236 shares
1.27
04/01/2008
sell, LTCG
1.13
05/01/2008
sell, 0.031494 shares
0.30
05/01/2008
sell, 0.082464 shares
0.88
05/01/2008
sell, 0.063057 shares
0.68
05/01/2008
sell, 0.137248 shares
1.37
05/01/2008
sell, LTCG
2.00
06/02/2008
sell, 0.188243 shares
2.03
06/02/2008
sell, 0.022346 shares
0.24
06/02/2008
sell, 0.229572 shares
2.66
06/02/2008
sell, LTCG
2.96
07/01/2008
sell, 0.191956 shares
2.23
07/01/2008
sell, LTCG
0.77
08/01/2008
sell, 0.012888 shares
0.20
08/01/2008
sell, 0.241006 shares
2.80
08/01/2008
sell, 0.02603 shares
0.31
08/01/2008
sell, LTCG
0.73
09/02/2008
sell, 0.025108 shares
0.40
09/02/2008
sell, 0.026464 shares
0.43
09/02/2008
sell, 0.093502 shares
1.54
09/02/2008
sell, 0.106741 shares
2.02
09/02/2008
sell, LTCG
0.43
10/01/2008
sell, 0.075105 shares
1.42
10/01/2008
sell, 0.058177 shares
1.14
10/01/2008
sell, LTCG
0.59
11/03/2008
sell, 0.171927 shares
3.36
11/03/2008
sell, 0.152493 shares
3.40
11/03/2008
sell, LTCG
2.70
12/01/2008
sell, 0.08476 shares
1.97
12/01/2008
sell, 0.218775 shares
4.88
12/01/2008
sell, LTCG
4.44
02/02/2009
sell, 0.103524 shares
2.40
02/02/2009
sell, 0.095854 shares
2.07
02/02/2009
sell, LTCG
2.59
03/02/2009
sell, 0.03887 shares
0.92
03/02/2009
sell, 0.06668 shares
1.92
03/02/2009
sell, 0.16307 shares
4.99
03/02/2009
sell, 0.05855 shares
1.50
03/02/2009
sell, 0.016625 shares
0.42
03/02/2009
sell, 0.011696 shares
0.25
03/02/2009
sell, LTCG
6.88
04/01/2009
sell, 0.028855 shares
0.74
04/01/2009
sell, 0.091621 shares
2.85
04/01/2009
sell, 0.01514 shares
0.37
04/01/2009
sell, 0.018522 shares
0.48
04/01/2009
sell, LTCG
2.72
05/01/2009
sell, 0.086256 shares
2.69
05/01/2009
sell, LTCG
1.50
08/03/2009
sell, 0.398296 shares
12.40
08/03/2009
sell, LTCG
5.12
09/01/2009
sell, 0.199863 shares
6.22
09/01/2009
sell, LTCG
2.51
10/01/2009
sell, 0.112041 shares
3.49
10/01/2009
sell, LTCG
1.25
11/02/2009
sell, 0.136904 shares
4.26
11/02/2009
sell, LTCG
1.61
12/01/2009
sell, 0.050718 shares
1.58
12/01/2009
sell, LTCG
0.48
01/04/2010
buy, 0.027253 shares
0.63
02/01/2010
buy, 0.029107 shares
0.65
11/09/2010
sell, 0.252897 shares
7.88
11/09/2010
sell, 0.064325 shares
2.02
11/09/2010
sell, LTCG
0.33
12/01/2010
sell, 0.041371 shares
1.29
12/01/2010
sell, LTCG
0.02
01/03/2011
sell, 0.056665 shares
2.06
01/03/2011
sell, 0.030862 shares
0.97
01/03/2011
sell, LTCG
0.12
02/01/2011
buy, 0.054391 shares
1.75
03/01/2011
sell, 0.114096 shares
4.14
03/01/2011
sell, LTCG
0.44
09/01/2011
sell, 0.077697 shares
2.95
09/01/2011
sell, 0.024065 shares
0.87
09/01/2011
sell, LTCG
0.07
10/03/2011
sell, 0.039766 shares
1.51
10/03/2011
sell, LTCG
0.07
11/01/2011
sell, 0.019295 shares
0.73
11/01/2011
sell, LTCG
0.07
12/01/2011
sell, 0.015169 shares
0.58
12/01/2011
sell, LTCG
0.08
02/01/2012
sell, 0.029696 shares
1.13
02/01/2012
sell, LTCG
0.30
03/01/2012
buy, 0.058149 shares
2.83
05/01/2012
sell, 0.014262 shares
0.54
05/01/2012
sell, LTCG
0.28
06/01/2012
sell, 0.096952 shares
3.68
06/01/2012
sell, LTCG
1.38
07/02/2012
buy, 0.052854 shares
2.79
08/01/2012
buy, 0.025875 shares
1.13
09/04/2012
buy, 0.073528 shares
3.64
10/01/2012
buy, 0.028264 shares
1.42
11/01/2012
buy, 0.070785 shares
3.30
12/03/2012
buy, 0.061123 shares
3.17
01/02/2013
buy, 0.093435 shares
5.14
02/01/2013
buy, 0.109541 shares
6.23
03/01/2013
sell, 0.023772 shares
0.90
03/01/2013
sell, LTCG
0.40
04/01/2013
buy, 0.026703 shares
1.52
05/01/2013
buy, 0.064162 shares
3.86
06/03/2013
buy, 0.054097 shares
3.43
07/01/2013
sell, 0.008803 shares
0.34
07/01/2013
sell, LTCG
0.24
08/01/2013
sell, 0.01692 shares
0.64
08/01/2013
sell, LTCG
0.60
09/03/2013
buy, 0.01073 shares
0.77
10/01/2013
buy, 0.045531 shares
3.51
11/01/2013
buy, 0.028559 shares
2.30
12/02/2013
buy, 0.072042 shares
5.84
01/02/2014
buy, 0.073588 shares
5.68
02/03/2014
buy, 0.017495 shares
1.21
03/03/2014
sell, 0.033352 shares
1.27
03/03/2014
sell, LTCG
1.08
04/01/2014
buy, 0.128375 shares
9.50
05/01/2014
buy, 0.051467 shares
3.66
06/02/2014
sell, 0.007576 shares
0.27
06/02/2014
sell, 0.015239 shares
0.58
06/02/2014
sell, LTCG
0.83
07/01/2014
sell, 0.013152 shares
0.48
07/01/2014
sell, LTCG
0.55
08/01/2014
buy, 0.038767 shares
2.98
09/02/2014
buy, 0.027745 shares
2.15
10/01/2014
sell, 0.004409 shares
0.16
10/01/2014
sell, LTCG
0.17
11/03/2014
sell, 0.072525 shares
2.76
11/03/2014
sell, 0.006878 shares
0.25
11/03/2014
sell, LTCG
3.03
12/01/2014
buy, 0.06789 shares
5.49
01/02/2015
sell, 0.010178 shares
0.39
01/02/2015
sell, LTCG
0.44
02/02/2015
sell, 0.008381 shares
0.32
02/02/2015
sell, LTCG
0.42
03/02/2015
buy, 0.008817 shares
0.83
04/01/2015
buy, 0.055157 shares
5.13
05/01/2015
sell, 0.146253 shares
2.78
05/01/2015
sell, LTCG
4.58
06/01/2015
buy, 0.347258 shares
18.13
07/01/2015
buy, 0.058113 shares
3.13
08/03/2015
buy, 0.141439 shares
8.23
09/01/2015
sell, 0.132879 shares
2.19
09/01/2015
sell, 0.038719 shares
0.73
09/01/2015
sell, LTCG
6.26
10/01/2015
buy, 0.018059 shares
1.04
11/02/2015
buy, 0.039593 shares
2.46
12/01/2015
buy, 0.107507 shares
6.60
01/04/2016
sell, 0.09439 shares
1.55
01/04/2016
sell, LTCG
3.95
02/01/2016
sell, 0.098071 shares
1.62
02/01/2016
sell, LTCG
4.40
03/01/2016
buy, 0.074633 shares
4.48
04/01/2016
buy, 0.058727 shares
3.58
05/02/2016
sell, 0.005852 shares
0.10
05/02/2016
sell, LTCG
0.24
06/01/2016
sell, 0.034956 shares
0.58
06/01/2016
sell, LTCG
1.34
07/01/2016
buy, 0.129913 shares
7.40
08/01/2016
sell, 0.025497 shares
0.42
08/01/2016
sell, LTCG
1.05
09/01/2016
sell, 0.041645 shares
0.68
09/01/2016
sell, LTCG
1.67
10/03/2016
buy, 0.039497 shares
2.13
11/01/2016
buy, 0.189003 shares
9.92
12/01/2016
buy, 0.323205 shares
18.91
01/03/2017
buy, 0.090165 shares
4.99
02/01/2017
sell, 0.125663 shares
2.07
02/01/2017
sell, LTCG
4.70
03/01/2017
sell, 0.002287 shares
0.04
03/01/2017
sell, 0.130601 shares
2.15
03/01/2017
sell, LTCG
5.40
04/03/2017
sell, 0.064342 shares
1.14
04/03/2017
sell, 0.101349 shares
1.61
04/03/2017
sell, 0.031378 shares
0.59
04/03/2017
sell, LTCG
8.18
05/01/2017
sell, 0.013347 shares
0.23
05/01/2017
sell, LTCG
0.57
06/01/2017
buy, 0.099864 shares
6.37
07/03/2017
buy, 0.077921 shares
4.54
08/01/2017
buy, 0.112284 shares
6.15
09/01/2017
buy, 0.135809 shares
7.46
10/02/2017
sell, 0.004469 shares
0.08
10/02/2017
sell, 0.110173 shares
1.71
10/02/2017
sell, 0.318162 shares
4.97
10/02/2017
sell, LTCG
16.53
11/01/2017
sell, 0.198825 shares
3.08
11/01/2017
sell, 0.048612 shares
0.71
11/01/2017
sell, LTCG
9.85
12/01/2017
sell, 0.050272 shares
0.73
12/01/2017
sell, LTCG
2.15
01/02/2018
buy, 0.043236 shares
2.49
02/01/2018
sell, 0.006876 shares
0.10
02/01/2018
sell, LTCG
0.29
03/01/2018
sell, 0.102365 shares
1.49
03/01/2018
sell, LTCG
4.26
04/02/2018
buy, 0.111709 shares
6.28
05/01/2018
buy, 0.038179 shares
2.22
06/01/2018
sell, 0.077114 shares
1.12
06/01/2018
sell, LTCG
3.27
07/02/2018
sell, 0.290945 shares
4.24
07/02/2018
sell, LTCG
10.03
08/01/2018
sell, 0.068386 shares
1.00
08/01/2018
sell, 0.184118 shares
2.50
08/01/2018
sell, LTCG
9.61
09/04/2018
sell, 0.117067 shares
1.59
09/04/2018
sell, LTCG
4.68
10/01/2018
sell, 0.069188 shares
0.94
10/01/2018
sell, LTCG
2.91
11/01/2018
sell, 0.053337 shares
0.73
11/01/2018
sell, 0.004325 shares
0.06
11/01/2018
sell, LTCG
2.59
12/03/2018
sell, 0.061378 shares
0.85
12/03/2018
sell, LTCG
3.29
01/02/2019
buy, 0.055686 shares
3.58
02/01/2019
buy, 0.044083 shares
3.00
03/01/2019
sell, 0.017341 shares
0.24
03/01/2019
sell, LTCG
0.99
04/01/2019
sell, 0.136629 shares
1.89
04/01/2019
sell, LTCG
8.22
05/01/2019
buy, 0.093434 shares
7.24
06/03/2019
sell, 0.030735 shares
0.43
06/03/2019
sell, LTCG
1.91
07/01/2019
sell, 0.077165 shares
1.07
07/01/2019
sell, LTCG
5.45
08/01/2019
buy, 0.039064 shares
3.73
09/03/2019
buy, 0.007293 shares
0.71
10/01/2019
sell, 0.115693 shares
1.60
10/01/2019
sell, 0.046191 shares
0.52
10/01/2019
sell, 0.054506 shares
0.63
10/01/2019
sell, LTCG
15.97
11/01/2019
buy, 0.076221 shares
6.34
12/02/2019
buy, 0.002796 shares
0.24
01/02/2020
buy, 0.06233 shares
5.57
02/03/2020
sell, 0.108782 shares
1.75
02/03/2020
sell, 0.004107 shares
0.10
02/03/2020
sell, 0.012023 shares
0.13
02/03/2020
sell, LTCG
8.76
03/02/2020
buy, 0.181624 shares
14.96
04/01/2020
sell, 0.072162 shares
1.76
04/01/2020
sell, LTCG
2.76
05/01/2020
sell, 0.040029 shares
0.97
05/01/2020
sell, 0.03292 shares
0.87
05/01/2020
sell, LTCG
3.54
06/01/2020
sell, 0.072788 shares
1.92
06/01/2020
sell, 0.016226 shares
0.40
06/01/2020
sell, 0.05175 shares
1.13
06/01/2020
sell, LTCG
7.57
07/01/2020
sell, 0.13083 shares
3.24
07/01/2020
sell, LTCG
6.45
08/03/2020
buy, 0.161788 shares
12.21
09/01/2020
buy, 0.35696 shares
30.72
10/01/2020
sell, 0.056421 shares
1.42
10/01/2020
sell, 0.14157 shares
3.30
10/01/2020
sell, 0.122246 shares
3.17
10/01/2020
sell, 0.018107 shares
0.50
10/01/2020
sell, LTCG
20.96
11/02/2020
buy, 0.072947 shares
6.27
12/01/2020
sell, 0.168763 shares
4.64
12/01/2020
sell, 0.085262 shares
2.42
12/01/2020
sell, LTCG
18.04
01/04/2021
sell, 0.068636 shares
1.95
01/04/2021
sell, LTCG
5.13
02/01/2021
buy, 0.037093 shares
3.66
03/01/2021
buy, 0.00661 shares
0.71
04/01/2021
sell, 0.023268 shares
0.66
04/01/2021
sell, LTCG
1.89
05/03/2021
buy, 0.012911 shares
1.49
06/01/2021
sell, 0.022956 shares
0.66
06/01/2021
sell, LTCG
1.94
07/01/2021
buy, 0.125172 shares
14.20
08/02/2021
sell, 0.01896 shares
0.54
08/02/2021
sell, 0.003814 shares
0.11
08/02/2021
sell, 0.053406 shares
1.52
08/02/2021
sell, LTCG
7.00
09/01/2021
buy, 0.155996 shares
18.32
10/01/2021
sell, 0.12451 shares
3.75
10/01/2021
sell, 0.078937 shares
2.50
10/01/2021
sell, LTCG
16.72
11/01/2021
buy, 0.091725 shares
10.07
12/01/2021
buy, 0.023907 shares
2.60
01/03/2022
sell, 0.029257 shares
0.93
01/03/2022
sell, 0.016744 shares
0.60
01/03/2022
sell, LTCG
3.84
02/01/2022
buy, 0.073939 shares
7.30
03/01/2022
sell, 0.004716 shares
0.17
03/01/2022
sell, 0.025544 shares
0.98
03/01/2022
sell, LTCG
1.58
04/01/2022
sell, 0.057498 shares
2.22
04/01/2022
sell, LTCG
3.04
05/02/2022
sell, 0.036792 shares
1.48
05/02/2022
sell, 0.00802 shares
0.31
05/02/2022
sell, LTCG
1.59
06/01/2022
sell, 0.067326 shares
2.73
06/01/2022
sell, 0.020326 shares
0.82
06/01/2022
sell, LTCG
3.14
07/01/2022
buy, 0.157832 shares
12.51
08/01/2022
sell, 0.028964 shares
1.17
08/01/2022
sell, LTCG
1.29
09/01/2022
sell, 0.023186 shares
0.94
09/01/2022
sell, LTCG
1.04
10/03/2022
sell, 0.051087 shares
1.89
10/03/2022
sell, 0.147176 shares
5.68
10/03/2022
sell, 0.03499 shares
1.21
10/03/2022
sell, 0.024608 shares
1.00
10/03/2022
sell, LTCG
12.30
11/01/2022
buy, 0.007947 shares
0.69
12/01/2022
buy, 0.037139 shares
3.84
01/03/2023
sell, 0.201448 shares
7.45
01/03/2023
sell, LTCG
12.86
02/01/2023
buy, 0.211108 shares
23.22
03/01/2023
buy, 0.061247 shares
6.21
04/03/2023
buy, 0.035972 shares
3.77
05/01/2023
sell, 0.058416 shares
2.25
05/01/2023
sell, 0.004215 shares
0.16
05/01/2023
sell, 0.102934 shares
3.66
05/01/2023
sell, LTCG
12.90
06/01/2023
buy, 0.083449 shares
8.14
07/03/2023
buy, 0.071391 shares
7.08
08/01/2023
buy, 0.069115 shares
7.00
09/01/2023
sell, 0.019118 shares
0.73
09/01/2023
sell, 0.05549 shares
2.15
09/01/2023
sell, 0.115313 shares
4.66
09/01/2023
sell, LTCG
11.07
10/02/2023
sell, 0.020467 shares
0.83
10/02/2023
sell, 0.017634 shares
0.83
10/02/2023
sell, 0.023151 shares
1.08
10/02/2023
sell, LTCG
2.84
11/01/2023
sell, 0.087163 shares
4.05
11/01/2023
sell, 0.04765 shares
2.49
11/01/2023
sell, LTCG
5.78
12/01/2023
buy, 0.138199 shares
13.71
01/02/2024
sell, 0.130106 shares
6.79
01/02/2024
sell, LTCG
5.40
02/01/2024
buy, 0.185837 shares
17.35
03/01/2024
sell, 0.040761 shares
2.13
03/01/2024
sell, LTCG
1.67
04/01/2024
buy, 0.011585 shares
1.06
05/01/2024
sell, 0.071817 shares
4.18
05/01/2024
sell, 0.058113 shares
3.13
05/01/2024
sell, 0.128741 shares
6.72
05/01/2024
sell, LTCG
5.23
06/03/2024
sell, 0.069622 shares
4.05
06/03/2024
sell, 0.005637 shares
0.32
06/03/2024
sell, LTCG
1.81
07/01/2024
sell, 0.012422 shares
0.72
07/01/2024
sell, 0.094137 shares
5.78
07/01/2024
sell, 0.039593 shares
2.46
07/01/2024
sell, LTCG
2.31
08/01/2024
sell, 0.01337 shares
0.82
08/01/2024
sell, 0.030004 shares
1.83
08/01/2024
sell, 0.074633 shares
4.48
08/01/2024
sell, LTCG
1.73
09/03/2024
sell, 0.058631 shares
3.08
09/03/2024
sell, 0.039497 shares
2.13
09/03/2024
sell, 0.129913 shares
7.40
09/03/2024
sell, 0.028723 shares
1.75
09/03/2024
sell, LTCG
9.57
10/01/2024
sell, 0.009776 shares
0.51
10/01/2024
sell, LTCG
0.44
11/01/2024
sell, 0.074727 shares
3.92
11/01/2024
sell, LTCG
3.47
12/02/2024
sell, 0.045869 shares
2.41
12/02/2024
sell, 0.043983 shares
2.57
12/02/2024
sell, LTCG
4.14
12/27/2024
ending market value
345.09
843.67
1,301.52
Annualized Internal Rate of Return = 9.4%
Return to the report list
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