Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-600
Closed -$42K 292
2018
Q3
$42K Hold
600
0.03% 255
2018
Q2
$40K Buy
+600
New +$40K 0.04% 231
2018
Q1
Sell
-600
Closed -$28K 300
2017
Q4
$28K Buy
+600
New +$28K 0.03% 293