Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-130
Closed -$4K 597
2017
Q4
$4K Sell
130
-390
-75% -$12K ﹤0.01% 306
2017
Q3
$19K Buy
+520
New +$19K 0.02% 328
2017
Q2
Sell
-1,000
Closed -$33K 283
2017
Q1
$33K Buy
+1,000
New +$33K 0.1% 287
2015
Q3
Sell
-3,564
Closed -$90.4K 354
2015
Q2
$90.4K Buy
3,564
+292
+9% +$7.4K 0.11% 118
2015
Q1
$79.4K Sell
3,272
-1,872
-36% -$45.4K 0.07% 114
2014
Q4
$122K Sell
5,144
-9,112
-64% -$215K 0.14% 82
2014
Q3
$340K Buy
14,256
+10,930
+329% +$261K 1.02% 25
2014
Q2
$70.1K Sell
3,326
-4,277
-56% -$90.1K 0.26% 38
2014
Q1
$177K Buy
+7,603
New +$177K 0.47% 30
2013
Q4
Hold
0
122