Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-6,602
Closed -$256K 5203
2017
Q3
$256K Sell
6,602
-5,768
-47% -$224K ﹤0.01% 1653
2017
Q2
$447K Buy
+12,370
New +$447K 0.01% 1219