Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$120K Buy
821
+343
+72% +$50.1K 0.14% 49
2017
Q4
$70K Buy
478
+323
+208% +$47.3K 0.06% 66
2017
Q3
$21K Buy
+155
New +$21K 0.03% 317
2017
Q2
Sell
-1,201
Closed -$199K 374
2017
Q1
$199K Buy
+1,201
New +$199K 0.62% 24
2016
Q2
Sell
-4,916
Closed -$712K 261
2016
Q1
$712K Buy
+4,916
New +$712K 1.24% 17
2015
Q1
Hold
0
287
2014
Q4
Hold
0
205
2014
Q3
Hold
0
137
2014
Q1
Hold
0
139
2013
Q4
Hold
0
136