Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-46
Closed -$4K 205
2016
Q4
$4K Sell
46
-20
-30% -$1.74K 0.01% 145
2016
Q3
$5K Sell
66
-10
-13% -$758 0.01% 160
2016
Q2
$6K Buy
76
+20
+36% +$1.58K 0.01% 171
2016
Q1
$4K Hold
56
0.01% 195
2015
Q4
$4K Buy
+56
New +$4K 0.01% 220