Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,064
Closed -$19K 2610
2018
Q1
$19K Sell
1,064
-44
-4% -$786 ﹤0.01% 2746
2017
Q4
$13K Sell
1,108
-139
-11% -$1.63K ﹤0.01% 2684
2017
Q3
$33K Buy
1,247
+49
+4% +$1.3K ﹤0.01% 2717
2017
Q2
$13K Hold
1,198
﹤0.01% 2800
2017
Q1
$12K Buy
1,198
+7
+0.6% +$70 ﹤0.01% 2809
2016
Q4
$11K Hold
1,191
﹤0.01% 2877
2016
Q3
$15K Buy
+1,191
New +$15K ﹤0.01% 2846
2014
Q3
Sell
-1,296
Closed -$71K 3062
2014
Q2
$71K Sell
1,296
-997
-43% -$54.6K ﹤0.01% 2996
2014
Q1
$178K Buy
2,293
+367
+19% +$28.5K ﹤0.01% 2861
2013
Q4
$164K Buy
1,926
+364
+23% +$31K ﹤0.01% 2826
2013
Q3
$154K Buy
1,562
+441
+39% +$43.5K ﹤0.01% 2716
2013
Q2
$111K Buy
+1,121
New +$111K ﹤0.01% 2732