Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,183
Closed -$286K 93
2017
Q4
$286K Hold
7,183
0.01% 53
2017
Q3
$348K Hold
7,183
0.01% 53
2017
Q2
$481K Hold
7,183
0.01% 53
2017
Q1
$469K Hold
7,183
0.01% 53
2016
Q4
$526K Hold
7,183
0.01% 54
2016
Q3
$520K Hold
7,183
0.01% 57
2016
Q2
$543K Hold
7,183
0.02% 58
2016
Q1
$504K Hold
7,183
0.01% 56
2015
Q4
$434K Hold
7,183
0.01% 56
2015
Q3
$404K Hold
7,183
0.01% 58
2015
Q2
$364K Hold
7,183
0.01% 57
2015
Q1
$395K Hold
7,183
0.01% 56
2014
Q4
$434K Hold
7,183
0.01% 55
2014
Q3
$356K Hold
7,183
0.01% 57
2014
Q2
$387K Hold
7,183
0.01% 55
2014
Q1
$369K Hold
7,183
0.01% 53
2013
Q4
$337K Hold
7,183
0.01% 52
2013
Q3
$331K Hold
7,183
0.01% 52
2013
Q2
$353K Buy
+7,183
New +$353K 0.01% 53