Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-31,176
Closed -$1.38M 1917
2017
Q4
$1.38M Buy
31,176
+27,249
+694% +$1.21M 0.01% 328
2017
Q3
$132K Buy
+3,927
New +$132K ﹤0.01% 853
2017
Q1
Hold
0
1839
2016
Q4
Hold
0
1806
2015
Q2
Sell
-2,847
Closed -$100K 1949
2015
Q1
$100K Sell
2,847
-35,738
-93% -$1.26M ﹤0.01% 931
2014
Q4
$1.21M Buy
38,585
+4,283
+12% +$134K 0.01% 382
2014
Q3
$884K Buy
+34,302
New +$884K 0.01% 520