Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-7,717
Closed -$416K 926
2017
Q2
$416K Buy
7,717
+20
+0.3% +$1.08K ﹤0.01% 669
2017
Q1
$471K Buy
+7,697
New +$471K ﹤0.01% 580
2016
Q3
Sell
-10,273
Closed -$492K 819
2016
Q2
$492K Sell
10,273
-752
-7% -$36K ﹤0.01% 281
2016
Q1
$450K Buy
+11,025
New +$450K ﹤0.01% 359