Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-12,141
Closed -$83K 2023
2018
Q1
$83K Buy
+12,141
New +$83K ﹤0.01% 1043
2017
Q4
Sell
-6,917
Closed -$56K 1981
2017
Q3
$56K Sell
6,917
-7,828
-53% -$63.4K ﹤0.01% 985
2017
Q2
$113K Buy
14,745
+5,304
+56% +$40.6K ﹤0.01% 966
2017
Q1
$102K Buy
+9,441
New +$102K ﹤0.01% 909
2016
Q4
Sell
-3,633
Closed -$48K 1919
2016
Q3
$48K Buy
+3,633
New +$48K ﹤0.01% 893
2016
Q2
Hold
0
1796
2016
Q1
Sell
-6,053
Closed -$71K 1885
2015
Q4
$71K Buy
6,053
+2,474
+69% +$29K ﹤0.01% 945
2015
Q3
$41K Buy
+3,579
New +$41K ﹤0.01% 1126