Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,166
Closed -$70K 611
2018
Q1
$70K Sell
1,166
-78
-6% -$4.68K 0.06% 220
2017
Q4
$72K Buy
+1,244
New +$72K 0.06% 246