Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-16,372
Closed -$88K 1445
2017
Q1
$88K Hold
16,372
﹤0.01% 1281
2016
Q4
$87K Buy
+16,372
New +$87K 0.01% 1166
2015
Q4
Sell
-33,133
Closed -$207K 1486
2015
Q3
$207K Sell
33,133
-35,076
-51% -$219K 0.01% 1161
2015
Q2
$627K Sell
68,209
-9,064
-12% -$83.3K 0.02% 908
2015
Q1
$726K Buy
77,273
+35,057
+83% +$329K 0.03% 775
2014
Q4
$367K Buy
42,216
+28,387
+205% +$247K 0.01% 1028
2014
Q3
$104K Buy
+13,829
New +$104K ﹤0.01% 1198