Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,540
Closed -$50K 324
2017
Q4
$50K Sell
2,540
-10,103
-80% -$199K 0.01% 247
2017
Q3
$208K Buy
12,643
+3,960
+46% +$65.1K 0.04% 168
2017
Q2
$162K Sell
8,683
-2,600
-23% -$48.5K 0.04% 158
2017
Q1
$204K Sell
11,283
-320
-3% -$5.79K 0.02% 321
2016
Q4
$212 Buy
+11,603
New +$212 0.01% 145