Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-5,591
Closed -$236K 533
2017
Q2
$236K Buy
5,591
+233
+4% +$9.84K 0.13% 286
2017
Q1
$202 Buy
+5,358
New +$202 0.11% 299