Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$152K Sell
2,423
-20
-0.8% -$1.26K 0.03% 290
2014
Q3
$146K Buy
2,443
+488
+25% +$29.2K 0.03% 319
2014
Q2
$119K Buy
1,955
+200
+11% +$12.2K 0.02% 343
2014
Q1
$102K Sell
1,755
-15
-0.8% -$872 0.02% 368
2013
Q4
$84K Sell
1,770
-1,999
-53% -$94.9K 0.02% 393
2013
Q3
$195K Buy
3,769
+1,100
+41% +$56.9K 0.03% 273
2013
Q2
$114K Buy
+2,669
New +$114K 0.02% 358