Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-654
Closed -$28K 1579
2018
Q1
$28K Buy
654
+4
+0.6% +$171 0.01% 871
2017
Q4
$32K Buy
650
+4
+0.6% +$197 0.01% 843
2017
Q3
$30K Sell
646
-85
-12% -$3.95K 0.01% 659
2017
Q2
$211 Buy
731
+5
+0.7% +$1 0.1% 219
2017
Q1
$35K Buy
726
+4
+0.6% +$193 0.02% 518
2016
Q4
$35K Buy
+722
New +$35K 0.03% 477