Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-350
Closed -$10K 74
2019
Q3
$10K Hold
350
0.01% 51
2019
Q2
$11K Hold
350
0.01% 62
2019
Q1
$12K Hold
350
0.02% 65
2018
Q4
$11K Hold
350
0.03% 33
2018
Q3
$12K Hold
350
0.01% 52
2018
Q2
$12K Hold
350
0.01% 42
2018
Q1
$12K Hold
350
0.01% 39
2017
Q4
$12K Hold
350
0.01% 49
2017
Q3
$12K Hold
350
0.01% 28
2017
Q2
$12K Buy
+350
New +$12K 0.01% 29