Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-802
Closed -$43K 169
2014
Q4
$43K Hold
802
0.01% 310
2014
Q3
$47K Sell
802
-21
-3% -$1.23K 0.01% 313
2014
Q2
$56K Hold
823
0.01% 343
2014
Q1
$56K Hold
823
0.01% 335
2013
Q4
$56K Buy
823
+21
+3% +$1.43K 0.01% 320
2013
Q3
$51K Buy
+802
New +$51K 0.01% 339