Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-705
Closed -$51K 574
2018
Q1
$51K Hold
705
0.02% 257
2017
Q4
$48K Hold
705
0.02% 264
2017
Q3
$50K Hold
705
0.02% 253
2017
Q2
$45K Hold
705
0.02% 268
2017
Q1
$41K Hold
705
0.02% 274
2016
Q4
$43K Hold
705
0.02% 256
2016
Q3
$38K Hold
705
0.02% 268
2016
Q2
$33K Hold
705
0.01% 282
2016
Q1
$33K Hold
705
0.02% 267
2015
Q4
$33K Hold
705
0.02% 260
2015
Q3
$30K Hold
705
0.02% 260
2015
Q2
$31K Hold
705
0.02% 265
2015
Q1
$30K Hold
705
0.02% 274
2014
Q4
$31K Sell
705
-335
-32% -$14.7K 0.02% 267
2014
Q3
$44K Hold
1,040
0.02% 216
2014
Q2
$43K Hold
1,040
0.02% 223
2014
Q1
$56K Hold
1,040
0.03% 190
2013
Q4
$48K Buy
+1,040
New +$48K 0.03% 199