Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-300
Closed -$12K 1414
2014
Q2
$12K Sell
300
-1,750
-85% -$70K ﹤0.01% 1522
2014
Q1
$80K Hold
2,050
﹤0.01% 971
2013
Q4
$84K Buy
+2,050
New +$84K ﹤0.01% 960