Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-160
Closed -$5K 244
2018
Q3
$5K Hold
160
﹤0.01% 236
2018
Q2
$6K Hold
160
﹤0.01% 236
2018
Q1
$6K Buy
160
+80
+100% +$3K ﹤0.01% 226
2017
Q4
$3K Hold
80
﹤0.01% 236
2017
Q3
$3K Hold
80
﹤0.01% 233
2017
Q2
$3K Buy
+80
New +$3K ﹤0.01% 236
2015
Q3
Sell
-18,519
Closed -$470K 176
2015
Q2
$470K Sell
18,519
-1,283
-6% -$32.6K 0.09% 135
2015
Q1
$481K Sell
19,802
-1,145
-5% -$27.8K 0.09% 131
2014
Q4
$495K Buy
20,947
+143
+0.7% +$3.38K 0.08% 121
2014
Q3
$496K Buy
20,804
+570
+3% +$13.6K 0.06% 105
2014
Q2
$426K Buy
20,234
+143
+0.7% +$3.01K 0.05% 112
2014
Q1
$467K Sell
20,091
-2,481
-11% -$57.7K 0.06% 104
2013
Q4
$521K Sell
22,572
-737
-3% -$17K 0.06% 85
2013
Q3
$547K Sell
23,309
-546
-2% -$12.8K 0.06% 90
2013
Q2
$519K Buy
+23,855
New +$519K 0.09% 86