Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-11,090
Closed -$110K 1477
2019
Q2
$110K Buy
+11,090
New +$110K 0.01% 1181
2018
Q1
Sell
-10,738
Closed -$214K 1532
2017
Q4
$214K Sell
10,738
-3,315
-24% -$66.1K 0.01% 1140
2017
Q3
$237K Buy
+14,053
New +$237K 0.01% 1087
2014
Q4
Sell
-17,255
Closed -$166K 1449
2014
Q3
$166K Buy
+17,255
New +$166K 0.01% 1137