Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,812
Closed -$222K 1228
2018
Q3
$222K Buy
5,812
+49
+0.9% +$1.87K 0.01% 1039
2018
Q2
$221K Buy
5,763
+289
+5% +$11.1K 0.01% 1023
2018
Q1
$208K Buy
5,474
+363
+7% +$13.8K 0.01% 1031
2017
Q4
$201K Buy
+5,111
New +$201K 0.01% 1056