Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-8,174
Closed -$573K 1146
2017
Q4
$573K Buy
8,174
+69
+0.9% +$4.84K 0.01% 625
2017
Q3
$474K Buy
8,105
+404
+5% +$23.6K 0.01% 695
2017
Q2
$412K Buy
7,701
+1,643
+27% +$87.9K 0.01% 694
2017
Q1
$309K Buy
+6,058
New +$309K 0.01% 773