Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-29,509
Closed -$275K 1662
2017
Q3
$275K Buy
+29,509
New +$275K 0.03% 635
2014
Q4
Sell
-11,416
Closed -$110K 1537
2014
Q3
$110K Buy
+11,416
New +$110K 0.02% 850
2014
Q2
Sell
-800
Closed -$9K 1522
2014
Q1
$9K Sell
800
-800
-50% -$9K ﹤0.01% 1027
2013
Q4
$22K Buy
+1,600
New +$22K 0.01% 779