Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-600
Closed -$22K 1132
2014
Q3
$22K Sell
600
-200
-25% -$7.33K 0.02% 585
2014
Q2
$32K Hold
800
0.02% 555
2014
Q1
$31K Buy
+800
New +$31K 0.02% 547