Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,940
Closed -$90K 1216
2015
Q1
$90K Hold
1,940
0.02% 457
2014
Q4
$88K Hold
1,940
0.02% 417
2014
Q3
$74K Hold
1,940
0.02% 451
2014
Q2
$79K Hold
1,940
0.02% 414
2014
Q1
$76K Buy
1,940
+900
+87% +$35.3K 0.02% 408
2013
Q4
$43K Hold
1,040
0.01% 451
2013
Q3
$41K Buy
1,040
+400
+63% +$15.8K 0.02% 426
2013
Q2
$25K Buy
+640
New +$25K 0.01% 444