Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-22,540
Closed -$3.92M 293
2017
Q4
$3.92M Sell
22,540
-12,508
-36% -$2.18M 0.05% 168
2017
Q3
$6.54M Hold
35,048
0.09% 142
2017
Q2
$6.04M Sell
35,048
-7,170
-17% -$1.23M 0.08% 151
2017
Q1
$6.93M Buy
42,218
+11,623
+38% +$1.91M 0.1% 140
2016
Q4
$4.47M Buy
+30,595
New +$4.47M 0.07% 179