Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
$249K Sell
1,191
-6
-0.5% -$1.25K 0.02% 287
2018
Q1
$225K Sell
1,197
-14
-1% -$2.63K 0.02% 303
2017
Q4
$225K Sell
1,211
-4
-0.3% -$743 0.02% 298
2017
Q3
$199K Buy
1,215
+255
+27% +$41.8K 0.02% 304
2017
Q2
$153K Sell
960
-178
-16% -$28.4K 0.02% 340
2017
Q1
$190K Buy
1,138
+452
+66% +$75.5K 0.02% 327
2016
Q4
$109K Buy
+686
New +$109K 0.01% 366