Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,170
Closed -$29K 1033
2017
Q2
$29K Hold
1,170
﹤0.01% 590
2017
Q1
$30K Buy
+1,170
New +$30K ﹤0.01% 556