Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$401K Sell
5,597
-550
-9% -$39.4K 0.01% 1051
2017
Q1
$414K Sell
6,147
-1,680
-21% -$113K 0.01% 1041
2016
Q4
$514K Sell
7,827
-2,470
-24% -$162K 0.01% 912
2016
Q3
$613K Sell
10,297
-320
-3% -$19.1K 0.02% 828
2016
Q2
$572K Buy
10,617
+310
+3% +$16.7K 0.02% 838
2016
Q1
$471K Sell
10,307
-760
-7% -$34.7K 0.01% 955
2015
Q4
$671K Sell
11,067
-110
-1% -$6.67K 0.02% 741
2015
Q3
$604K Sell
11,177
-430
-4% -$23.2K 0.02% 795
2015
Q2
$820K Sell
11,607
-6,520
-36% -$461K 0.02% 669
2015
Q1
$1.36M Sell
18,127
-300
-2% -$22.5K 0.04% 531
2014
Q4
$1.36M Sell
18,427
-4,320
-19% -$320K 0.04% 509
2014
Q3
$1.56M Sell
22,747
-360
-2% -$24.6K 0.05% 400
2014
Q2
$1.68M Buy
23,107
+2,844
+14% +$207K 0.05% 398
2014
Q1
$1.33M Sell
20,263
-330
-2% -$21.6K 0.04% 494
2013
Q4
$1.4M Sell
20,593
-638
-3% -$43.3K 0.04% 503
2013
Q3
$1.25M Buy
21,231
+620
+3% +$36.4K 0.03% 648
2013
Q2
$1.06M Buy
+20,611
New +$1.06M 0.03% 671