Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,068
Closed -$21K 449
2017
Q4
$21K Buy
1,068
+87
+9% +$1.71K 0.02% 217
2017
Q3
$17K Buy
981
+34
+4% +$589 0.02% 225
2017
Q2
$17K Hold
947
0.01% 235
2017
Q1
$17K Buy
947
+56
+6% +$1.01K 0.01% 237
2016
Q4
$13K Buy
+891
New +$13K 0.01% 242
2015
Q3
Sell
-974
Closed -$11K 378
2015
Q2
$11K Buy
+974
New +$11K ﹤0.01% 280