Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-300
Closed -$51K 126
2018
Q1
$51K Buy
+300
New +$51K 0.01% 199
2017
Q3
Sell
-388
Closed -$67K 234
2017
Q2
$67K Hold
388
0.01% 178
2017
Q1
$64K Buy
388
+91
+31% +$15K 0.01% 223
2016
Q4
$43K Sell
297
-1,045
-78% -$151K 0.01% 214
2016
Q3
$222K Buy
+1,342
New +$222K 0.03% 150
2015
Q3
$491K Sell
3,547
-125
-3% -$17.3K 0.07% 107
2015
Q2
$564K Buy
3,672
+225
+7% +$34.6K 0.08% 106
2015
Q1
$551K Buy
+3,447
New +$551K 0.08% 104