Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-500
Closed -$31K 557
2018
Q3
$31K Sell
500
-93
-16% -$5.77K 0.01% 372
2018
Q2
$36K Hold
593
0.01% 379
2018
Q1
$36K Hold
593
0.01% 361
2017
Q4
$34K Buy
+593
New +$34K 0.01% 384