Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-341
Closed -$16K 1467
2018
Q4
$16K Hold
341
﹤0.01% 444
2018
Q3
$13K Hold
341
﹤0.01% 588
2018
Q2
$13K Buy
341
+8
+2% +$305 ﹤0.01% 597
2018
Q1
$13K Buy
333
+9
+3% +$351 ﹤0.01% 589
2017
Q4
$13K Buy
324
+116
+56% +$4.65K ﹤0.01% 611
2017
Q3
$10K Buy
208
+16
+8% +$769 ﹤0.01% 703
2017
Q2
$13K Sell
192
-3
-2% -$203 0.01% 551
2017
Q1
$13K Buy
195
+3
+2% +$200 0.01% 551
2016
Q4
$14K Hold
192
0.01% 481
2016
Q3
$14K Hold
192
0.01% 460
2016
Q2
$15K Hold
192
0.01% 411
2016
Q1
$13K Hold
192
0.01% 463
2015
Q4
$12K Hold
192
0.01% 497
2015
Q3
$11K Hold
192
0.01% 531
2015
Q2
$10K Sell
192
-40
-17% -$2.08K 0.01% 588
2015
Q1
$13K Buy
232
+41
+21% +$2.3K 0.01% 514
2014
Q4
$12K Hold
191
0.01% 518
2014
Q3
$9K Hold
191
0.01% 629
2014
Q2
$10K Hold
191
0.01% 613
2014
Q1
$10K Buy
+191
New +$10K 0.01% 598