Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-102
Closed -$15K 252
2018
Q1
$15K Sell
102
-28
-22% -$4.12K 0.01% 232
2017
Q4
$16K Sell
130
-420
-76% -$51.7K 0.01% 182
2017
Q3
$64K Buy
+550
New +$64K 0.04% 137