Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-28,279
Closed -$96K 1204
2018
Q4
$96K Buy
28,279
+3,122
+12% +$10.6K ﹤0.01% 839
2018
Q3
$183K Buy
+25,157
New +$183K ﹤0.01% 983