Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-167
Closed -$10K 2169
2018
Q3
$10K Sell
167
-31
-16% -$1.86K ﹤0.01% 1396
2018
Q2
$12K Hold
198
﹤0.01% 1353
2018
Q1
$12K Buy
+198
New +$12K ﹤0.01% 1204
2015
Q3
Sell
-43
Closed -$2K 1410
2015
Q2
$2K Hold
43
﹤0.01% 915
2015
Q1
$1K Hold
43
﹤0.01% 921
2014
Q4
$2K Buy
+43
New +$2K ﹤0.01% 762