Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,085
Closed -$25K 236
2018
Q2
$25K Buy
+1,085
New +$25K 0.01% 316
2017
Q2
Sell
-276
Closed -$5K 311
2017
Q1
$5K Sell
276
-143
-34% -$2.59K ﹤0.01% 478
2016
Q4
$6K Buy
419
+128
+44% +$1.83K ﹤0.01% 479
2016
Q3
$5K Buy
291
+2
+0.7% +$34 ﹤0.01% 460
2016
Q2
$4K Buy
289
+3
+1% +$42 ﹤0.01% 490
2016
Q1
$4K Buy
286
+23
+9% +$322 ﹤0.01% 459
2015
Q4
$3K Sell
263
-312
-54% -$3.56K ﹤0.01% 477
2015
Q3
$7K Buy
575
+2
+0.3% +$24 ﹤0.01% 384
2015
Q2
$8K Buy
573
+5
+0.9% +$70 ﹤0.01% 434
2015
Q1
$8K Buy
568
+2
+0.4% +$28 ﹤0.01% 432
2014
Q4
$10K Sell
566
-839
-60% -$14.8K ﹤0.01% 371
2014
Q3
$23K Buy
1,405
+5
+0.4% +$82 0.01% 288
2014
Q2
$21K Buy
1,400
+4
+0.3% +$60 0.01% 274
2014
Q1
$21K Buy
1,396
+4
+0.3% +$60 0.01% 296
2013
Q4
$18K Buy
1,392
+5
+0.4% +$65 0.01% 298
2013
Q3
$13K Buy
1,387
+4
+0.3% +$37 0.01% 323
2013
Q2
$16K Buy
+1,383
New +$16K 0.01% 290