Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$234K Hold
2,925
0.06% 193
2017
Q4
$231K Sell
2,925
-200
-6% -$15.8K 0.06% 189
2017
Q3
$240K Sell
3,125
-1,025
-25% -$78.7K 0.07% 192
2017
Q2
$323K Sell
4,150
-439
-10% -$34.2K 0.09% 165
2017
Q1
$340K Sell
4,589
-30
-0.6% -$2.22K 0.1% 162
2016
Q4
$310K Sell
4,619
-250
-5% -$16.8K 0.09% 166
2016
Q3
$320K Sell
4,869
-662
-12% -$43.5K 0.1% 162
2016
Q2
$331K Buy
5,531
+527
+11% +$31.5K 0.1% 160
2016
Q1
$313K Buy
5,004
+660
+15% +$41.3K 0.1% 163
2015
Q4
$226K Buy
+4,344
New +$226K 0.07% 183