Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Hold
0
705
2018
Q2
Hold
0
690
2018
Q1
Sell
-12,723
Closed -$732K 745
2017
Q4
$732K Buy
+12,723
New +$732K 0.03% 216
2015
Q1
Sell
-14,632
Closed -$509K 678
2014
Q4
$509K Buy
+14,632
New +$509K 0.02% 305