Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,775
Closed -$101K 570
2017
Q4
$101K Sell
1,775
-2,481
-58% -$141K 0.01% 238
2017
Q3
$239K Buy
4,256
+1
+0% +$56 0.03% 184
2017
Q2
$178K Buy
4,255
+665
+19% +$27.8K 0.03% 203
2017
Q1
$187K Sell
3,590
-274
-7% -$14.3K 0.03% 180
2016
Q4
$221K Hold
3,864
0.04% 178
2016
Q3
$236K Buy
3,864
+624
+19% +$38.2K 0.04% 162
2016
Q2
$206K Buy
+3,240
New +$206K 0.04% 169