Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-58,075
Closed -$5.36M 580
2017
Q2
$5.36M Buy
58,075
+23,688
+69% +$2.19M 0.26% 62
2017
Q1
$3.15M Buy
+34,387
New +$3.15M 0.16% 69