Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$1.78M Sell
50,810
-2,406
-5% -$84.4K 0.14% 245
2014
Q1
$1.72M Buy
53,216
+18,949
+55% +$611K 0.15% 263
2013
Q4
$1.08M Sell
34,267
-15,039
-31% -$472K 0.12% 392
2013
Q3
$1.35M Buy
+49,306
New +$1.35M 0.18% 243