Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$38K Sell
641
-8
-1% -$474 0.03% 378
2018
Q3
$56K Hold
649
0.03% 313
2018
Q2
$51K Buy
649
+384
+145% +$30.2K 0.03% 327
2018
Q1
$16K Hold
265
0.02% 377
2017
Q4
$15K Buy
+265
New +$15K 0.01% 383