Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-14,439
Closed -$266K 1680
2017
Q4
$266K Buy
14,439
+992
+7% +$18.3K 0.01% 1326
2017
Q3
$182K Sell
13,447
-186
-1% -$2.52K 0.01% 1467
2017
Q2
$196K Sell
13,633
-747
-5% -$10.7K 0.01% 1452
2017
Q1
$278K Buy
14,380
+13
+0.1% +$251 0.01% 1180
2016
Q4
$256K Buy
14,367
+1,632
+13% +$29.1K 0.01% 1239
2016
Q3
$184K Sell
12,735
-39
-0.3% -$563 0.01% 1288
2016
Q2
$177K Buy
12,774
+545
+4% +$7.55K 0.01% 1284
2016
Q1
$189K Buy
12,229
+1,103
+10% +$17K 0.02% 1164
2015
Q4
$174K Sell
11,126
-803
-7% -$12.6K 0.02% 1097
2015
Q3
$227K Buy
11,929
+129
+1% +$2.46K 0.02% 1077
2015
Q2
$272K Buy
+11,800
New +$272K 0.03% 1039