Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-476
Closed -$23K 749
2018
Q4
$23K Buy
476
+2
+0.4% +$97 0.04% 386
2018
Q3
$18K Buy
474
+9
+2% +$342 0.01% 454
2018
Q2
$17K Buy
+465
New +$17K 0.01% 451