| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-14,040
| Closed | -$122K | – | 473 |
|
|
2017
Q1 | $122K | Buy |
+14,040
| New | +$122K | 0.01% | 415 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 544 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 590 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 570 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 541 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 500 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 497 |
|