Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,084
Closed -$68K 460
2016
Q4
$68K Sell
1,084
-40
-4% -$2.51K ﹤0.01% 308
2016
Q3
$60K Buy
1,124
+60
+6% +$3.2K ﹤0.01% 327
2016
Q2
$64K Buy
1,064
+820
+336% +$49.3K ﹤0.01% 331
2016
Q1
$13K Sell
244
-2,020
-89% -$108K ﹤0.01% 389
2015
Q4
$110K Buy
+2,264
New +$110K ﹤0.01% 290