Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$117K Buy
1,747
+659
+61% +$44.1K 0.03% 496
2017
Q1
$71K Buy
1,088
+3
+0.3% +$196 0.02% 575
2016
Q4
$79K Buy
1,085
+4
+0.4% +$291 0.02% 601
2016
Q3
$78K Buy
1,081
+3
+0.3% +$216 0.02% 595
2016
Q2
$82K Buy
1,078
+3
+0.3% +$228 0.02% 552
2016
Q1
$75K Buy
1,075
+4
+0.4% +$279 0.02% 553
2015
Q4
$65K Buy
1,071
+4
+0.4% +$243 0.02% 588
2015
Q3
$60K Buy
1,067
+4
+0.4% +$225 0.02% 588
2015
Q2
$54K Buy
1,063
+4
+0.4% +$203 0.01% 708
2015
Q1
$58K Sell
1,059
-1,211
-53% -$66.3K 0.02% 689
2014
Q4
$137K Buy
2,270
+636
+39% +$38.4K 0.03% 551
2014
Q3
$81K Buy
1,634
+1,096
+204% +$54.3K 0.02% 735
2014
Q2
$29K Buy
538
+2
+0.4% +$108 0.01% 1129
2014
Q1
$28K Buy
536
+301
+128% +$15.7K 0.01% 1131
2013
Q4
$11K Sell
235
-35
-13% -$1.64K ﹤0.01% 1559
2013
Q3
$12K Sell
270
-469
-63% -$20.8K ﹤0.01% 1470
2013
Q2
$36K Buy
+739
New +$36K 0.01% 1013