Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-9,801
Closed -$404K 1995
2018
Q1
$404K Sell
9,801
-21,736
-69% -$896K ﹤0.01% 997
2017
Q4
$944K Sell
31,537
-4,142
-12% -$124K ﹤0.01% 806
2017
Q3
$1.15M Buy
35,679
+27,643
+344% +$892K 0.01% 658
2017
Q2
$255K Sell
8,036
-33,699
-81% -$1.07M ﹤0.01% 1261
2017
Q1
$1.22M Buy
+41,735
New +$1.22M 0.01% 599
2016
Q2
Sell
-28,304
Closed -$761K 1592
2016
Q1
$761K Buy
+28,304
New +$761K ﹤0.01% 560