Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
$286K Sell
3,594
-199
-5% -$15.9K 0.07% 145
2018
Q1
$251K Sell
3,793
-637
-14% -$42.2K 0.06% 153
2017
Q4
$277K Buy
4,430
+677
+18% +$42.4K 0.07% 155
2017
Q3
$195K Sell
3,753
-105
-3% -$5.44K 0.05% 171
2017
Q2
$205K Buy
3,858
+2,975
+337% +$158K 0.06% 170
2017
Q1
$49.2K Buy
+883
New +$49.2K 0.02% 205
2014
Q4
Sell
-4,764
Closed -$212K 222
2014
Q3
$212K Buy
4,764
+240
+5% +$10.7K 0.14% 132
2014
Q2
$175K Sell
4,524
-4,766
-51% -$185K 0.12% 137
2014
Q1
$343K Buy
+9,290
New +$343K 0.26% 103