Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2013
Q4
Sell
-33,621
Closed -$1.3M 2021
2013
Q3
$1.3M Buy
33,621
+4,271
+15% +$165K 0.03% 754
2013
Q2
$861K Buy
+29,350
New +$861K 0.02% 821