Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,151
Closed -$55K 2492
2018
Q4
$55K Sell
1,151
-502
-30% -$24K 0.01% 728
2018
Q3
$64K Sell
1,653
-480
-23% -$18.6K 0.01% 729
2018
Q2
$82K Sell
2,133
-44
-2% -$1.69K 0.01% 593
2018
Q1
$82K Buy
2,177
+33
+2% +$1.24K 0.01% 558
2017
Q4
$85K Buy
2,144
+640
+43% +$25.4K 0.01% 537
2017
Q3
$67K Sell
1,504
-715
-32% -$31.9K 0.01% 593
2017
Q2
$143K Sell
2,219
-16
-0.7% -$1.03K 0.03% 381
2017
Q1
$145K Buy
2,235
+13
+0.6% +$843 0.03% 360
2016
Q4
$163K Buy
+2,222
New +$163K 0.04% 284