Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,688
Closed -$19K 2543
2018
Q4
$19K Sell
1,688
-1
-0.1% -$11 ﹤0.01% 2133
2018
Q3
$22K Hold
1,689
﹤0.01% 2377
2018
Q2
$23K Buy
+1,689
New +$23K ﹤0.01% 2343