Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-14,098
Closed -$197K 395
2016
Q2
$197K Hold
14,098
0.08% 323
2016
Q1
$250K Buy
14,098
+1,687
+14% +$29.9K 0.09% 300
2015
Q4
$335K Hold
12,411
0.16% 225
2015
Q3
$360K Hold
12,411
0.2% 189
2015
Q2
$380K Buy
12,411
+10,284
+483% +$315K 0.21% 183
2015
Q1
$44K Hold
2,127
0.02% 304
2014
Q4
$28K Buy
+2,127
New +$28K 0.02% 293