Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-14,899
Closed -$244K 626
2018
Q2
$244K Buy
+14,899
New +$244K 0.04% 515
2017
Q4
Sell
-13,162
Closed -$361K 543
2017
Q3
$361K Sell
13,162
-3,206
-20% -$87.9K 0.1% 299
2017
Q2
$341K Buy
+16,368
New +$341K 0.09% 303