Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-350
Closed -$19K 770
2019
Q1
$19K Hold
350
0.01% 402
2018
Q4
$16K Hold
350
0.01% 396
2018
Q3
$16K Hold
350
0.01% 420
2018
Q2
$15K Hold
350
0.01% 432
2018
Q1
$15K Buy
+350
New +$15K 0.01% 423