Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Hold
0
486
2016
Q4
Hold
0
509
2016
Q3
Hold
0
522
2016
Q2
Hold
0
491
2016
Q1
Hold
0
475
2015
Q4
Hold
0
488
2015
Q3
Hold
0
565
2015
Q2
Hold
0
560
2015
Q1
Sell
-15,554
Closed -$302K 537
2014
Q4
$302K Sell
15,554
-5,000
-24% -$97.1K 0.02% 408
2014
Q3
$344K Hold
20,554
0.02% 391
2014
Q2
$445K Sell
20,554
-4,630
-18% -$100K 0.02% 333
2014
Q1
$573K Sell
25,184
-52,965
-68% -$1.21M 0.03% 257
2013
Q4
$1.87M Buy
+78,149
New +$1.87M 0.09% 134