Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-12,600
Closed -$432K 1898
2016
Q4
$432K Buy
+12,600
New +$432K 0.03% 813
2013
Q4
Sell
-18,009
Closed -$965K 1676
2013
Q3
$965K Buy
18,009
+5,368
+42% +$288K 0.05% 525
2013
Q2
$679K Buy
+12,641
New +$679K 0.02% 769