Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,000
Closed -$12K 345
2019
Q2
$12K Hold
1,000
0.01% 420
2019
Q1
$12K Hold
1,000
0.01% 496
2018
Q4
$11K Hold
1,000
0.02% 498
2018
Q3
$13K Hold
1,000
0.01% 503
2018
Q2
$17K Buy
+1,000
New +$17K 0.01% 445