Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-200
Closed -$10K 296
2017
Q1
$10K Hold
200
0.03% 486
2016
Q4
$12K Buy
+200
New +$12K 0.01% 590
2016
Q2
$12K Buy
+200
New +$12K 0.01% 382