Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,315
Closed -$208K 2002
2018
Q3
$208K Buy
+3,315
New +$208K 0.1% 309
2018
Q1
$212K Sell
3,534
-344
-9% -$20.6K 0.1% 251
2017
Q4
$223K Buy
+3,878
New +$223K 0.1% 232