Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,000
Closed -$38K 834
2018
Q3
$38K Buy
+1,000
New +$38K 0.02% 212
2016
Q3
Hold
0
956
2016
Q2
Sell
-500
Closed -$15K 731
2016
Q1
$15K Sell
500
-125
-20% -$3.75K 0.01% 285
2015
Q4
$17K Buy
625
+125
+25% +$3.4K 0.01% 268
2015
Q3
$15K Hold
500
0.01% 301
2015
Q2
$18K Hold
500
0.01% 329
2015
Q1
$17K Hold
500
0.01% 325
2014
Q4
$19K Buy
+500
New +$19K 0.02% 304