Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$239K Buy
3,600
+150
+4% +$9.96K 0.07% 191
2017
Q4
$216K Sell
3,450
-3,120
-47% -$195K 0.06% 194
2017
Q3
$340K Sell
6,570
-1,678
-20% -$86.8K 0.09% 164
2017
Q2
$487K Sell
8,248
-50
-0.6% -$2.95K 0.14% 138
2017
Q1
$462K Sell
8,298
-466
-5% -$25.9K 0.13% 140
2016
Q4
$445K Buy
8,764
+496
+6% +$25.2K 0.13% 141
2016
Q3
$436K Sell
8,268
-334
-4% -$17.6K 0.13% 135
2016
Q2
$475K Buy
8,602
+1,350
+19% +$74.5K 0.15% 126
2016
Q1
$445K Sell
7,252
-38
-0.5% -$2.33K 0.14% 130
2015
Q4
$456K Buy
7,290
+978
+15% +$61.2K 0.15% 130
2015
Q3
$389K Buy
6,312
+680
+12% +$41.9K 0.44% 52
2015
Q2
$304K Hold
5,632
0.3% 78
2015
Q1
$282K Buy
5,632
+622
+12% +$31.1K 0.28% 80
2014
Q4
$241K Buy
+5,010
New +$241K 0.22% 89