Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$327K Hold
3,000
0.15% 186
2017
Q4
$315K Buy
+3,000
New +$315K 0.18% 193
2014
Q4
Sell
-1,291
Closed -$102K 494
2014
Q3
$102K Sell
1,291
-756
-37% -$59.7K 0.01% 334
2014
Q2
$149K Buy
2,047
+166
+9% +$12.1K 0.01% 312
2014
Q1
$130K Buy
1,881
+1,461
+348% +$101K 0.01% 298
2013
Q4
$127K Sell
420
-1,098
-72% -$332K 0.01% 303
2013
Q3
$92K Buy
+1,518
New +$92K 0.01% 258