Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-9,539
Closed -$242K 919
2017
Q1
$242K Buy
9,539
+8,962
+1,553% +$227K 0.16% 248
2016
Q4
$15K Sell
577
-482
-46% -$12.5K 0.01% 561
2016
Q3
$28K Sell
1,059
-2,317
-69% -$61.3K 0.02% 544
2016
Q2
$91K Buy
3,376
+2,007
+147% +$54.1K 0.1% 310
2016
Q1
$48K Sell
1,369
-502
-27% -$17.6K 0.06% 347
2015
Q4
$60K Buy
+1,871
New +$60K 0.06% 343