Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Hold
0
2449
2018
Q4
Sell
-11,607
Closed -$451K 2450
2018
Q3
$451K Sell
11,607
-45,472
-80% -$1.77M ﹤0.01% 475
2018
Q2
$2.2M Sell
57,079
-38,263
-40% -$1.47M 0.02% 156
2018
Q1
$3.58M Buy
+95,342
New +$3.58M 0.04% 88
2017
Q4
Hold
0
2247