Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Hold
0
2249
2018
Q1
Sell
-8,882
Closed -$353K 2218
2017
Q4
$353K Buy
8,882
+2,372
+36% +$94.3K ﹤0.01% 637
2017
Q3
$316K Buy
6,510
+5,315
+445% +$258K ﹤0.01% 631
2017
Q2
$80K Buy
+1,195
New +$80K ﹤0.01% 1038
2017
Q1
Hold
0
2150
2016
Q4
Hold
0
2124
2016
Q3
Hold
0
1975
2016
Q2
Hold
0
2025
2016
Q1
Hold
0
2120
2015
Q4
Hold
0
2204
2015
Q3
Sell
-9,256
Closed -$469K 2269
2015
Q2
$469K Buy
+9,256
New +$469K ﹤0.01% 610
2015
Q1
Hold
0
2205
2014
Q4
Hold
0
2138
2014
Q3
Hold
0
2123
2014
Q2
Hold
0
2083
2014
Q1
Hold
0
2197
2013
Q4
Hold
0
2217
2013
Q3
Hold
0
2158
2013
Q2
Hold
0
1878