Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-22
Closed -$1K 340
2018
Q3
$1K Buy
+22
New +$1K ﹤0.01% 302
2018
Q1
Hold
0
172
2017
Q4
Hold
0
254
2017
Q1
Sell
-2,108
Closed -$65K 212
2016
Q4
$65K Sell
2,108
-20,553
-91% -$634K ﹤0.01% 162
2016
Q3
$728K Sell
22,661
-94,608
-81% -$3.04M 0.04% 115
2016
Q2
$3.92M Buy
+117,269
New +$3.92M 0.24% 25
2016
Q1
Sell
-5,797
Closed -$178K 258
2015
Q4
$178K Buy
+5,797
New +$178K 0.01% 185
2015
Q2
Sell
-16,578
Closed -$547K 441
2015
Q1
$547K Buy
+16,578
New +$547K 0.05% 196
2014
Q4
Hold
0
228
2014
Q3
Hold
0
264
2014
Q2
Hold
0
227
2013
Q3
Sell
-159,699
Closed -$4.24M 193
2013
Q2
$4.24M Buy
+159,699
New +$4.24M 0.43% 39