Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-22,720
Closed -$256K 1104
2017
Q4
$256K Buy
22,720
+580
+3% +$6.54K 0.01% 911
2017
Q3
$319K Buy
22,140
+5,815
+36% +$83.8K 0.01% 824
2017
Q2
$192K Buy
+16,325
New +$192K ﹤0.01% 967
2015
Q4
Sell
-1,000
Closed -$17K 2212
2015
Q3
$17K Hold
1,000
﹤0.01% 1709
2015
Q2
$20K Hold
1,000
﹤0.01% 1708
2015
Q1
$19K Hold
1,000
﹤0.01% 1668
2014
Q4
$23K Hold
1,000
﹤0.01% 1640
2014
Q3
$23K Hold
1,000
﹤0.01% 1634
2014
Q2
$24K Hold
1,000
﹤0.01% 1599
2014
Q1
$19K Buy
+1,000
New +$19K ﹤0.01% 1655