Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$30K Buy
725
+5
+0.7% +$207 0.01% 545
2014
Q3
$31K Sell
720
-30
-4% -$1.29K 0.01% 559
2014
Q2
$27K Hold
750
0.01% 556
2014
Q1
$28K Hold
750
0.01% 543
2013
Q4
$31K Buy
750
+380
+103% +$15.7K 0.01% 531
2013
Q3
$16K Buy
370
+170
+85% +$7.35K ﹤0.01% 806
2013
Q2
$8K Buy
+200
New +$8K ﹤0.01% 798