Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-365
Closed -$15K 1254
2017
Q4
$15K Buy
+365
New +$15K ﹤0.01% 700
2016
Q3
Sell
-1,866
Closed -$141K 844
2016
Q2
$141K Hold
1,866
﹤0.01% 340
2016
Q1
$131K Hold
1,866
﹤0.01% 346
2015
Q4
$113K Hold
1,866
﹤0.01% 375
2015
Q3
$105K Hold
1,866
﹤0.01% 399
2015
Q2
$95K Hold
1,866
﹤0.01% 437
2015
Q1
$103K Buy
+1,866
New +$103K ﹤0.01% 422
2014
Q2
Sell
-100
Closed -$5K 835
2014
Q1
$5K Buy
+100
New +$5K ﹤0.01% 714