Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,000
Closed -$36K 200
2018
Q2
$36K Buy
+1,000
New +$36K 0.01% 276
2017
Q2
Sell
-1,084
Closed -$36K 247
2017
Q1
$36K Hold
1,084
0.01% 270
2016
Q4
$32K Buy
1,084
+84
+8% +$2.48K 0.01% 281
2016
Q3
$33K Hold
1,000
0.01% 270
2016
Q2
$23K Hold
1,000
0.01% 320
2016
Q1
$24K Hold
1,000
0.01% 282
2015
Q4
$27K Hold
1,000
0.01% 260
2015
Q3
$24K Sell
1,000
-1,376
-58% -$33K 0.01% 267
2015
Q2
$60K Hold
2,376
0.02% 193
2015
Q1
$58K Hold
2,376
0.02% 196
2014
Q4
$56K Hold
2,376
0.02% 180
2014
Q3
$57K Hold
2,376
0.02% 187
2014
Q2
$50K Hold
2,376
0.02% 200
2014
Q1
$55K Hold
2,376
0.02% 207
2013
Q4
$55K Hold
2,376
0.02% 195
2013
Q3
$56K Hold
2,376
0.02% 188
2013
Q2
$52K Buy
+2,376
New +$52K 0.03% 188