Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-14,600
Closed -$18K 1379
2017
Q1
$18K Buy
14,600
+1,000
+7% +$1.23K ﹤0.01% 1377
2016
Q4
$18K Buy
+13,600
New +$18K ﹤0.01% 1247