Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-5,286
Closed -$286K 1703
2019
Q3
$286K Buy
+5,286
New +$286K 0.01% 1070
2017
Q4
Sell
-7,788
Closed -$455K 1663
2017
Q3
$455K Buy
7,788
+2,100
+37% +$123K 0.02% 853
2017
Q2
$304K Buy
+5,688
New +$304K 0.02% 997
2014
Q2
Sell
-12,488
Closed -$157K 1529
2014
Q1
$157K Buy
+12,488
New +$157K 0.01% 1187