Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,265
Closed -$108K 987
2018
Q4
$108K Buy
+2,265
New +$108K ﹤0.01% 369
2018
Q1
Hold
0
672
2017
Q4
Hold
0
598
2017
Q2
Hold
0
603
2017
Q1
Hold
0
649
2016
Q4
Hold
0
678
2016
Q3
Sell
-2,402
Closed -$182K 663
2016
Q2
$182K Sell
2,402
-93
-4% -$7.05K ﹤0.01% 352
2016
Q1
$175K Buy
2,495
+294
+13% +$20.6K ﹤0.01% 359
2015
Q4
$133K Buy
+2,201
New +$133K ﹤0.01% 376
2015
Q2
Sell
-2,119
Closed -$117K 631
2015
Q1
$117K Buy
2,119
+1,267
+149% +$70K ﹤0.01% 300
2014
Q4
$51K Buy
+852
New +$51K ﹤0.01% 290