Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,630
Closed -$35K 474
2018
Q4
$35K Sell
2,630
-470
-15% -$6.26K ﹤0.01% 317
2018
Q3
$48K Buy
3,100
+570
+23% +$8.83K ﹤0.01% 306
2018
Q2
$34K Buy
+2,530
New +$34K ﹤0.01% 354
2016
Q1
Sell
-2,657
Closed -$42K 529
2015
Q4
$42K Buy
+2,657
New +$42K ﹤0.01% 346