Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-30
Closed -$2K 771
2018
Q3
$2K Buy
+30
New +$2K ﹤0.01% 902
2017
Q1
Sell
-3,601
Closed -$260K 238
2016
Q4
$260K Buy
3,601
+515
+17% +$37.2K 0.08% 186
2016
Q3
$212K Buy
+3,086
New +$212K 0.07% 190
2014
Q3
Sell
-4,834
Closed -$280K 142
2014
Q2
$280K Buy
4,834
+75
+2% +$4.34K 0.19% 112
2014
Q1
$288K Buy
4,759
+500
+12% +$30.3K 0.2% 110
2013
Q4
$269K Buy
+4,259
New +$269K 0.21% 103