Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$274K Sell
7,267
-880
-11% -$33.2K 0.01% 384
2017
Q4
$313K Sell
8,147
-5,939
-42% -$228K 0.02% 375
2017
Q3
$488K Buy
14,086
+2,916
+26% +$101K 0.02% 328
2017
Q2
$343K Buy
11,170
+3,916
+54% +$120K 0.02% 366
2017
Q1
$218K Buy
7,254
+631
+10% +$19K 0.01% 431
2016
Q4
$212K Sell
6,623
-239
-3% -$7.65K 0.01% 444
2016
Q3
$203K Buy
+6,862
New +$203K 0.01% 411
2016
Q1
Sell
-11,942
Closed -$314K 473
2015
Q4
$314K Buy
11,942
+1,902
+19% +$50K 0.01% 389
2015
Q3
$258K Buy
10,040
+2,612
+35% +$67.1K 0.01% 418
2015
Q2
$250K Sell
7,428
-372
-5% -$12.5K 0.01% 451
2015
Q1
$253K Buy
+7,800
New +$253K 0.01% 523