Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-532
Closed -$88.7K 242
2016
Q3
$88.7K Buy
532
+32
+6% +$5.34K 0.07% 139
2016
Q2
$76.1K Hold
500
0.1% 131
2016
Q1
$75K Hold
500
0.1% 114
2015
Q4
$81.2K Hold
500
0.1% 106
2015
Q3
$69.2K Hold
500
0.14% 80
2015
Q2
$76.8K Hold
500
0.07% 100
2015
Q1
$79.9K Buy
+500
New +$79.9K 0.08% 97