Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,569
Closed -$47K 950
2017
Q2
$47K Hold
1,569
0.01% 517
2017
Q1
$49K Hold
1,569
0.01% 517
2016
Q4
$55K Buy
+1,569
New +$55K 0.01% 457