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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
12/03/2001
buy, 1.817 shares
68.43
01/02/2002
buy, 0.065405 shares
2.59
02/01/2002
buy, 0.067208 shares
2.62
03/01/2002
buy, 0.098507 shares
4.14
04/01/2002
buy, 0.008339 shares
0.37
05/01/2002
sell, 0.027467 shares
1.03
05/01/2002
sell, STCG
0.09
06/03/2002
sell, 0.24729 shares
9.31
06/03/2002
sell, STCG
0.35
07/01/2002
sell, 0.028078 shares
1.06
07/01/2002
sell, STCG
0.08
08/01/2002
buy, 0.029768 shares
1.00
09/03/2002
buy, 0.035597 shares
1.20
10/01/2002
sell, 0.007657 shares
0.29
10/01/2002
sell, STCG
0.03
11/01/2002
sell, 0.008335 shares
0.31
11/01/2002
sell, STCG
0.02
12/02/2002
buy, 0.310098 shares
10.72
01/02/2003
buy, 0.042952 shares
1.52
02/03/2003
buy, 0.189448 shares
6.56
03/03/2003
sell, 0.121254 shares
4.57
03/03/2003
sell, LTCG
0.39
04/01/2003
buy, 0.024868 shares
0.89
05/01/2003
sell, 0.037523 shares
1.41
05/01/2003
sell, LTCG
0.08
06/02/2003
buy, 0.095405 shares
3.49
07/01/2003
buy, 0.024673 shares
0.89
08/01/2003
buy, 0.017771 shares
0.63
09/02/2003
sell, 0.16641 shares
6.27
09/02/2003
sell, ltcg > 5/5
0.05
10/01/2003
buy, 0.063262 shares
2.36
11/03/2003
buy, 0.095255 shares
3.49
12/01/2003
buy, 0.060973 shares
2.22
01/02/2004
sell, 0.202743 shares
7.64
01/02/2004
sell, LTCG
0.60
02/02/2004
buy, 0.034021 shares
1.38
03/01/2004
buy, 0.027219 shares
1.16
04/01/2004
buy, 0.179694 shares
7.46
05/03/2004
buy, 0.053259 shares
2.33
06/01/2004
buy, 0.046557 shares
2.03
07/01/2004
buy, 0.076931 shares
3.43
08/02/2004
buy, 0.144399 shares
6.68
09/01/2004
buy, 0.013002 shares
0.60
10/01/2004
buy, 0.177768 shares
8.69
11/01/2004
buy, 0.087417 shares
4.27
12/01/2004
sell, 0.148525 shares
5.59
12/01/2004
sell, LTCG
2.01
01/03/2005
buy, 0.060079 shares
3.01
02/01/2005
sell, 0.07544 shares
2.84
02/01/2005
sell, LTCG
1.18
03/01/2005
buy, 0.179866 shares
11.17
04/01/2005
sell, 0.289029 shares
10.89
04/01/2005
sell, LTCG
6.61
05/02/2005
sell, 0.029287 shares
1.10
05/02/2005
sell, LTCG
0.59
06/01/2005
sell, 0.036673 shares
1.38
06/01/2005
sell, LTCG
0.72
07/01/2005
sell, 0.002761 shares
0.10
07/01/2005
sell, LTCG
0.06
08/01/2005
sell, 0.019314 shares
0.73
08/01/2005
sell, LTCG
0.41
09/01/2005
buy, 0.005886 shares
0.36
10/03/2005
sell, 0.024133 shares
0.91
10/03/2005
sell, LTCG
0.60
11/01/2005
sell, 0.103871 shares
3.91
11/01/2005
sell, LTCG
1.95
12/01/2005
buy, 0.026757 shares
1.59
01/03/2006
sell, 0.16283 shares
6.14
01/03/2006
sell, LTCG
3.38
02/01/2006
sell, 0.030925 shares
1.16
02/01/2006
sell, LTCG
0.76
03/01/2006
sell, 0.00066 shares
0.03
03/01/2006
sell, 0.047455 shares
1.79
03/01/2006
sell, LTCG
1.08
05/01/2006
buy, 0.074147 shares
4.70
06/01/2006
sell, 0.064745 shares
2.56
06/01/2006
sell, 0.004441 shares
0.17
06/01/2006
sell, LTCG
1.50
07/03/2006
buy, 0.095728 shares
5.95
08/01/2006
buy, 0.052266 shares
3.56
09/01/2006
sell, 0.027921 shares
1.09
09/01/2006
sell, LTCG
0.81
10/02/2006
sell, 0.034846 shares
1.36
10/02/2006
sell, 0.007205 shares
0.30
10/02/2006
sell, LTCG
1.16
11/01/2006
sell, 0.044024 shares
1.85
11/01/2006
sell, LTCG
1.28
12/01/2006
sell, 0.019132 shares
0.81
12/01/2006
sell, LTCG
0.67
01/03/2007
sell, 0.00729 shares
0.32
01/03/2007
sell, 0.028146 shares
1.18
01/03/2007
sell, LTCG
1.13
02/01/2007
sell, 0.035597 shares
1.20
02/01/2007
sell, 0.001049 shares
0.05
02/01/2007
sell, 0.029768 shares
1.00
02/01/2007
sell, 0.005041 shares
0.17
02/01/2007
sell, LTCG
2.94
04/02/2007
sell, 0.027408 shares
0.95
04/02/2007
sell, LTCG
1.14
05/01/2007
buy, 0.052905 shares
4.21
06/01/2007
buy, 0.062743 shares
5.28
07/02/2007
buy, 0.0911 shares
7.73
08/01/2007
buy, 0.237436 shares
20.38
09/04/2007
buy, 0.01913 shares
1.67
10/01/2007
buy, 0.183442 shares
17.23
11/01/2007
sell, 0.00245 shares
0.08
11/01/2007
sell, LTCG
0.14
12/03/2007
sell, 0.084162 shares
2.91
12/03/2007
sell, LTCG
4.57
01/02/2008
buy, 0.037576 shares
3.51
02/01/2008
buy, 0.023125 shares
1.99
03/03/2008
sell, 0.039491 shares
1.37
03/03/2008
sell, LTCG
2.10
04/01/2008
sell, 0.151546 shares
5.24
04/01/2008
sell, 0.012269 shares
0.43
04/01/2008
sell, LTCG
8.59
05/01/2008
buy, 0.007277 shares
0.65
06/02/2008
sell, 0.046193 shares
1.60
06/02/2008
sell, 0.030683 shares
1.09
06/02/2008
sell, LTCG
4.06
07/01/2008
sell, 0.044473 shares
1.54
07/01/2008
sell, LTCG
2.39
08/01/2008
sell, 0.09816 shares
3.40
08/01/2008
sell, LTCG
4.43
09/02/2008
sell, 0.000622 shares
0.02
09/02/2008
sell, 0.024868 shares
0.89
09/02/2008
sell, 0.006782 shares
0.25
09/02/2008
sell, LTCG
1.34
10/01/2008
sell, 0.023192 shares
0.85
10/01/2008
sell, LTCG
0.97
11/03/2008
buy, 0.140849 shares
10.46
12/01/2008
sell, 0.035319 shares
1.29
12/01/2008
sell, LTCG
1.33
01/02/2009
sell, 0.018699 shares
0.68
01/02/2009
sell, 0.030112 shares
1.10
01/02/2009
sell, 0.024673 shares
0.89
01/02/2009
sell, 0.017771 shares
0.63
01/02/2009
sell, 0.063262 shares
2.36
01/02/2009
sell, 0.095255 shares
3.49
01/02/2009
sell, LTCG
11.24
02/02/2009
sell, 0.042274 shares
1.54
02/02/2009
sell, 0.004187 shares
0.17
02/02/2009
sell, LTCG
1.85
03/02/2009
buy, 0.047751 shares
3.10
04/01/2009
buy, 0.082934 shares
5.74
05/01/2009
sell, 0.020585 shares
0.83
05/01/2009
sell, LTCG
0.57
08/03/2009
buy, 0.089034 shares
6.29
09/01/2009
buy, 0.137993 shares
9.44
10/01/2009
buy, 0.020971 shares
1.41
11/02/2009
buy, 0.038132 shares
2.75
12/01/2009
buy, 0.121839 shares
9.26
01/04/2010
buy, 0.098741 shares
6.83
02/01/2010
buy, 0.076322 shares
5.05
11/09/2010
buy, 0.450877 shares
31.85
12/01/2010
buy, 0.013459 shares
0.96
01/03/2011
buy, 0.012385 shares
0.92
02/01/2011
buy, 0.008442 shares
0.71
03/01/2011
sell, 0.009135 shares
0.38
03/01/2011
sell, LTCG
0.39
09/01/2011
buy, 0.007243 shares
0.53
10/03/2011
buy, 0.024246 shares
1.73
11/01/2011
buy, 0.010479 shares
0.80
12/01/2011
sell, 0.006104 shares
0.26
12/01/2011
sell, LTCG
0.24
01/03/2012
sell, 0.011356 shares
0.48
01/03/2012
sell, LTCG
0.50
02/01/2012
buy, 0.035298 shares
2.96
03/01/2012
sell, 0.013435 shares
0.56
03/01/2012
sell, 0.009759 shares
0.42
03/01/2012
sell, LTCG
1.03
04/02/2012
sell, 0.063073 shares
2.62
04/02/2012
sell, LTCG
2.87
05/01/2012
buy, 0.057898 shares
5.04
06/01/2012
sell, 0.044947 shares
1.86
06/01/2012
sell, LTCG
1.64
07/02/2012
sell, 0.011131 shares
0.46
07/02/2012
sell, LTCG
0.49
08/01/2012
sell, 0.015393 shares
0.64
08/01/2012
sell, LTCG
0.70
09/04/2012
buy, 0.088087 shares
7.67
10/01/2012
sell, 0.006571 shares
0.27
10/01/2012
sell, LTCG
0.33
11/01/2012
sell, 0.053259 shares
2.33
11/01/2012
sell, 0.0715 shares
3.19
11/01/2012
sell, 0.046557 shares
2.03
11/01/2012
sell, 0.025144 shares
1.05
11/01/2012
sell, LTCG
9.40
12/03/2012
buy, 0.021302 shares
1.87
01/02/2013
buy, 0.122977 shares
10.91
02/01/2013
sell, 0.005431 shares
0.24
02/01/2013
sell, 0.000213 shares
0.01
02/01/2013
sell, LTCG
0.26
03/01/2013
sell, 0.043017 shares
1.99
03/01/2013
sell, LTCG
1.86
04/01/2013
buy, 0.004588 shares
0.42
05/01/2013
buy, 0.018685 shares
1.64
06/03/2013
sell, 0.082363 shares
3.81
06/03/2013
sell, LTCG
3.72
07/01/2013
buy, 0.021164 shares
1.91
08/01/2013
buy, 0.010136 shares
0.94
09/03/2013
sell, 0.018806 shares
0.87
09/03/2013
sell, 0.013002 shares
0.60
09/03/2013
sell, 0.005584 shares
0.27
09/03/2013
sell, LTCG
1.52
10/01/2013
sell, 0.048875 shares
2.39
10/01/2013
sell, LTCG
1.81
11/01/2013
sell, 0.018622 shares
0.91
11/01/2013
sell, LTCG
0.76
12/02/2013
buy, 0.033425 shares
3.13
01/02/2014
sell, 0.014033 shares
0.69
01/02/2014
sell, LTCG
0.71
02/03/2014
sell, 0.066981 shares
3.27
02/03/2014
sell, LTCG
2.76
03/03/2014
sell, 0.021502 shares
1.05
03/03/2014
sell, LTCG
1.00
04/01/2014
sell, 0.002171 shares
0.11
04/01/2014
sell, 0.039464 shares
1.93
04/01/2014
sell, LTCG
2.03
05/01/2014
sell, 0.058449 shares
2.93
05/01/2014
sell, 0.047953 shares
2.34
05/01/2014
sell, LTCG
5.52
06/02/2014
sell, 0.082123 shares
5.10
06/02/2014
sell, 0.00163 shares
0.08
06/02/2014
sell, LTCG
3.19
07/01/2014
sell, 0.026757 shares
1.59
07/01/2014
sell, 0.053026 shares
3.36
07/01/2014
sell, 0.097743 shares
6.07
07/01/2014
sell, 0.005886 shares
0.36
07/01/2014
sell, LTCG
7.21
08/01/2014
sell, 0.021121 shares
1.34
08/01/2014
sell, 0.040467 shares
2.52
08/01/2014
sell, LTCG
2.22
09/02/2014
buy, 0.01296 shares
1.28
10/01/2014
sell, 0.01466 shares
0.91
10/01/2014
sell, LTCG
0.45
11/03/2014
sell, 0.017058 shares
1.06
11/03/2014
sell, LTCG
0.56
12/01/2014
buy, 0.021186 shares
1.96
01/02/2015
sell, 0.023543 shares
1.46
01/02/2015
sell, 0.017734 shares
1.21
01/02/2015
sell, LTCG
1.16
02/02/2015
sell, 0.007806 shares
0.53
02/02/2015
sell, LTCG
0.17
03/02/2015
sell, 0.010002 shares
0.80
03/02/2015
sell, 0.026726 shares
1.82
03/02/2015
sell, LTCG
0.61
04/01/2015
buy, 0.037182 shares
3.14
05/01/2015
sell, 0.042903 shares
3.41
05/01/2015
sell, 0.025006 shares
2.10
05/01/2015
sell, LTCG
0.52
06/01/2015
buy, 0.0071 shares
0.60
07/01/2015
buy, 0.014909 shares
1.23
08/03/2015
sell, 0.037737 shares
3.18
08/03/2015
sell, 0.018747 shares
1.59
08/03/2015
sell, LTCG
0.36
10/01/2015
sell, 0.048101 shares
4.08
10/01/2015
sell, LTCG
0.52
11/02/2015
sell, 0.018719 shares
1.61
11/02/2015
sell, 0.024252 shares
2.06
11/02/2015
sell, LTCG
0.01
12/01/2015
buy, 0.026455 shares
2.17
01/04/2016
buy, 0.027243 shares
2.11
02/01/2016
buy, 0.010353 shares
0.79
03/01/2016
sell, 0.048064 shares
4.12
03/01/2016
sell, LTCG
0.21
04/01/2016
buy, 0.001714 shares
0.14
05/02/2016
buy, 0.046018 shares
4.10
06/01/2016
sell, 0.006838 shares
0.59
06/01/2016
sell, LTCG
0.02
07/01/2016
sell, 0.028479 shares
2.44
07/01/2016
sell, LTCG
0.23
08/01/2016
sell, 0.026799 shares
2.30
09/01/2016
sell, 0.079077 shares
6.79
09/01/2016
sell, LTCG
0.08
10/03/2016
sell, 0.018421 shares
1.58
10/03/2016
sell, LTCG
0.02
11/01/2016
buy, 0.127057 shares
10.63
12/01/2016
buy, 0.029229 shares
2.55
01/03/2017
buy, 0.060995 shares
5.54
02/01/2017
buy, 0.092065 shares
7.64
03/01/2017
buy, 0.003057 shares
0.25
04/03/2017
sell, 0.034495 shares
3.24
04/03/2017
sell, 0.01913 shares
1.67
04/03/2017
sell, 0.011039 shares
0.95
04/03/2017
sell, LTCG
0.55
05/01/2017
sell, 0.030273 shares
2.84
05/01/2017
sell, LTCG
0.36
06/01/2017
sell, 0.081686 shares
7.67
06/01/2017
sell, LTCG
1.08
07/03/2017
sell, 0.011756 shares
1.10
07/03/2017
sell, 0.036988 shares
3.48
07/03/2017
sell, LTCG
0.58
08/01/2017
sell, 0.02582 shares
2.41
08/01/2017
sell, 0.023125 shares
1.99
08/01/2017
sell, 0.007277 shares
0.65
08/01/2017
sell, 0.022015 shares
1.63
08/01/2017
sell, LTCG
0.41
09/01/2017
sell, 0.049669 shares
3.69
09/01/2017
sell, LTCG
0.11
10/02/2017
sell, 0.002961 shares
0.22
10/02/2017
sell, LTCG
0.02
11/01/2017
buy, 0.020025 shares
1.68
12/01/2017
sell, 0.03786 shares
2.81
12/01/2017
sell, LTCG
0.35
01/02/2018
sell, 0.007799 shares
0.51
01/02/2018
sell, 0.028344 shares
2.11
01/02/2018
sell, LTCG
0.45
02/01/2018
buy, 0.061038 shares
5.44
03/01/2018
sell, 0.014685 shares
1.02
03/01/2018
sell, 0.039952 shares
2.59
03/01/2018
sell, LTCG
0.50
04/02/2018
buy, 0.099112 shares
7.26
05/01/2018
sell, 0.006434 shares
0.44
05/01/2018
sell, LTCG
0.06
06/01/2018
buy, 0.018748 shares
1.53
07/02/2018
sell, 0.054412 shares
3.77
07/02/2018
sell, LTCG
0.68
08/01/2018
sell, 0.007403 shares
0.51
08/01/2018
sell, 0.054394 shares
3.84
08/01/2018
sell, LTCG
0.62
09/04/2018
sell, 0.03464 shares
2.45
09/04/2018
sell, 0.017009 shares
1.16
09/04/2018
sell, LTCG
0.54
10/01/2018
buy, 0.123524 shares
10.60
11/01/2018
sell, 0.032773 shares
2.24
11/01/2018
sell, LTCG
0.40
12/03/2018
sell, 0.002031 shares
0.14
12/03/2018
sell, LTCG
0.02
01/02/2019
sell, 0.015182 shares
1.04
01/02/2019
sell, LTCG
0.02
02/01/2019
buy, 0.51984 shares
39.47
03/01/2019
sell, 0.121839 shares
9.26
03/01/2019
sell, 0.098741 shares
6.83
03/01/2019
sell, 0.020971 shares
1.41
03/01/2019
sell, 0.070998 shares
4.86
03/01/2019
sell, 0.076322 shares
5.05
03/01/2019
sell, 0.059051 shares
4.17
03/01/2019
sell, 0.038132 shares
2.75
03/01/2019
sell, LTCG
4.55
04/01/2019
buy, 0.076986 shares
6.29
06/03/2019
sell, 0.009716 shares
0.69
06/03/2019
sell, LTCG
0.01
07/01/2019
buy, 0.075195 shares
5.76
08/01/2019
sell, 0.022451 shares
1.59
08/01/2019
sell, LTCG
0.04
09/03/2019
sell, 0.070041 shares
4.95
09/03/2019
sell, LTCG
0.15
10/01/2019
sell, 0.070032 shares
4.94
10/01/2019
sell, LTCG
0.11
11/01/2019
buy, 0.069587 shares
4.84
12/02/2019
sell, 0.072807 shares
5.14
12/02/2019
sell, LTCG
0.16
01/02/2020
buy, 0.048384 shares
3.43
02/03/2020
buy, 0.022406 shares
1.36
03/02/2020
sell, 0.065619 shares
4.64
03/02/2020
sell, LTCG
1.10
04/01/2020
sell, 0.025879 shares
1.83
04/01/2020
sell, LTCG
0.86
05/01/2020
buy, 0.17208 shares
7.42
06/01/2020
buy, 0.210686 shares
9.75
07/01/2020
sell, 0.004677 shares
0.33
07/01/2020
sell, LTCG
0.13
08/03/2020
buy, 0.175691 shares
7.42
09/01/2020
sell, 0.008926 shares
0.78
09/01/2020
sell, 0.050604 shares
3.57
09/01/2020
sell, 0.013459 shares
0.96
09/01/2020
sell, 0.012385 shares
0.92
09/01/2020
sell, 0.008442 shares
0.71
09/01/2020
sell, 0.007243 shares
0.53
09/01/2020
sell, 0.024246 shares
1.73
09/01/2020
sell, 0.010479 shares
0.80
09/01/2020
sell, 0.035298 shares
2.96
09/01/2020
sell, LTCG
6.21
10/01/2020
sell, 0.048972 shares
4.26
10/01/2020
sell, 0.080463 shares
7.01
10/01/2020
sell, LTCG
6.98
11/02/2020
sell, 0.116464 shares
10.33
11/02/2020
sell, 0.007624 shares
0.66
11/02/2020
sell, 0.021302 shares
1.87
11/02/2020
sell, LTCG
7.92
12/01/2020
sell, 0.010136 shares
0.94
12/01/2020
sell, 0.006513 shares
0.58
12/01/2020
sell, 0.004588 shares
0.42
12/01/2020
sell, 0.018685 shares
1.64
12/01/2020
sell, 0.021164 shares
1.91
12/01/2020
sell, 0.005676 shares
0.56
12/01/2020
sell, 0.033425 shares
3.13
12/01/2020
sell, LTCG
5.32
01/04/2021
sell, 0.014909 shares
1.23
01/04/2021
sell, 0.0071 shares
0.60
01/04/2021
sell, 0.027243 shares
2.11
01/04/2021
sell, 0.046018 shares
4.10
01/04/2021
sell, 0.001714 shares
0.14
01/04/2021
sell, 0.010353 shares
0.79
01/04/2021
sell, 0.026455 shares
2.17
01/04/2021
sell, 0.037182 shares
3.14
01/04/2021
sell, 0.021186 shares
1.96
01/04/2021
sell, 0.007284 shares
0.72
01/04/2021
sell, 0.029746 shares
2.49
01/04/2021
sell, LTCG
9.94
02/01/2021
sell, 0.081841 shares
6.85
02/01/2021
sell, LTCG
3.17
03/01/2021
buy, 0.053011 shares
2.99
04/01/2021
sell, 0.01547 shares
1.29
04/01/2021
sell, 0.029229 shares
2.55
04/01/2021
sell, 0.013381 shares
1.22
04/01/2021
sell, LTCG
1.73
05/03/2021
buy, 0.0328 shares
1.93
06/01/2021
buy, 0.09887 shares
5.98
07/01/2021
buy, 0.029312 shares
1.85
08/02/2021
buy, 0.025767 shares
1.48
09/01/2021
buy, 0.098846 shares
5.31
10/01/2021
sell, 0.047614 shares
4.32
10/01/2021
sell, 0.08873 shares
7.36
10/01/2021
sell, LTCG
3.37
11/01/2021
buy, 0.088698 shares
5.82
12/01/2021
sell, 0.003057 shares
0.25
12/01/2021
sell, 0.01122 shares
0.94
12/01/2021
sell, 0.003335 shares
0.28
12/01/2021
sell, LTCG
0.42
01/03/2022
sell, 0.008805 shares
0.74
01/03/2022
sell, 0.041352 shares
3.03
01/03/2022
sell, 0.061038 shares
5.44
01/03/2022
sell, LTCG
2.14
03/01/2022
buy, 0.018879 shares
1.49
04/01/2022
buy, 0.031732 shares
2.64
05/02/2022
sell, 0.021617 shares
1.58
05/02/2022
sell, LTCG
0.29
06/01/2022
sell, 0.036143 shares
2.65
06/01/2022
sell, 0.018748 shares
1.53
06/01/2022
sell, 0.026602 shares
2.28
06/01/2022
sell, LTCG
1.51
07/01/2022
sell, 0.043465 shares
3.73
07/01/2022
sell, LTCG
0.08
08/01/2022
buy, 0.119932 shares
11.33
09/01/2022
sell, 0.024461 shares
2.10
09/01/2022
sell, LTCG
0.20
10/03/2022
sell, 0.028996 shares
2.49
10/03/2022
sell, 0.101615 shares
7.72
10/03/2022
sell, LTCG
1.80
11/01/2022
sell, 0.004633 shares
0.35
11/01/2022
sell, LTCG
0.17
12/01/2022
buy, 0.01755 shares
1.94
01/03/2023
sell, 0.067627 shares
5.13
01/03/2023
sell, LTCG
2.07
02/01/2023
buy, 0.048869 shares
5.61
03/01/2023
buy, 0.054343 shares
6.03
04/03/2023
sell, 0.033449 shares
2.54
04/03/2023
sell, LTCG
1.34
05/01/2023
sell, 0.023054 shares
1.75
05/01/2023
sell, LTCG
0.89
06/01/2023
buy, 0.072663 shares
7.51
07/03/2023
buy, 0.039294 shares
4.22
08/01/2023
buy, 0.01695 shares
1.81
09/01/2023
buy, 0.021045 shares
2.39
10/02/2023
sell, 0.0108 shares
0.82
10/02/2023
sell, LTCG
0.43
11/01/2023
sell, 0.014838 shares
1.13
11/01/2023
sell, LTCG
0.44
12/01/2023
buy, 0.101758 shares
10.48
01/02/2024
buy, 0.045084 shares
4.61
03/01/2024
sell, 0.00737 shares
0.56
03/01/2024
sell, LTCG
0.22
04/01/2024
sell, 0.12448 shares
9.45
04/01/2024
sell, LTCG
5.11
05/01/2024
buy, 0.164514 shares
19.09
06/03/2024
buy, 0.187038 shares
21.41
07/01/2024
sell, 0.006406 shares
0.49
07/01/2024
sell, LTCG
0.25
08/01/2024
sell, 0.036531 shares
2.77
08/01/2024
sell, LTCG
1.50
09/03/2024
buy, 0.005853 shares
0.68
10/01/2024
sell, 0.003773 shares
0.29
10/01/2024
sell, 0.089037 shares
6.76
10/01/2024
sell, 0.076986 shares
6.29
10/01/2024
sell, LTCG
7.02
11/01/2024
sell, 0.05334 shares
4.09
11/01/2024
sell, LTCG
2.04
12/02/2024
sell, 0.018082 shares
1.38
12/02/2024
sell, 0.013473 shares
0.94
12/02/2024
sell, LTCG
1.40
12/27/2024
ending market value
219.15
715.75
886.55
Annualized Internal Rate of Return = 4.8%
Return to the report list
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