Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-50
Closed -$12K 311
2017
Q4
$12K Sell
50
-425
-89% -$102K 0.01% 272
2017
Q3
$118K Sell
475
-250
-34% -$62.1K 0.06% 138
2017
Q2
$130K Sell
725
-75
-9% -$13.4K 0.06% 154
2017
Q1
$138K Buy
800
+75
+10% +$12.9K 0.08% 148
2016
Q4
$119K Sell
725
-50
-6% -$8.21K 0.06% 171
2016
Q3
$141K Sell
775
-10
-1% -$1.82K 0.08% 165
2016
Q2
$130K Sell
785
-75
-9% -$12.4K 0.07% 168
2016
Q1
$164K Buy
+860
New +$164K 0.09% 152
2015
Q2
Sell
-1,225
Closed -$255K 177
2015
Q1
$255K Buy
+1,225
New +$255K 0.1% 145