Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-27,950
Closed -$1.02M 1493
2019
Q1
$1.02M Buy
27,950
+10,498
+60% +$385K 0.06% 432
2018
Q4
$307K Buy
17,452
+2,773
+19% +$48.8K 0.02% 638
2018
Q3
$287K Buy
+14,679
New +$287K 0.02% 657