Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$489K Sell
7,363
-593
-7% -$39.4K 0.13% 50
2017
Q4
$498K Hold
7,956
0.13% 49
2017
Q3
$413K Hold
7,956
0.12% 55
2017
Q2
$469K Hold
7,956
0.14% 47
2017
Q1
$443K Hold
7,956
0.14% 47
2016
Q4
$404K Hold
7,956
0.13% 52
2016
Q3
$419K Hold
7,956
0.14% 45
2016
Q2
$439K Sell
7,956
-278
-3% -$15.3K 0.16% 36
2016
Q1
$506K Buy
8,234
+186
+2% +$11.4K 0.21% 33
2015
Q4
$503K Hold
8,048
0.21% 32
2015
Q3
$495K Hold
8,048
0.22% 33
2015
Q2
$435K Hold
8,048
0.18% 33
2015
Q1
$404K Sell
8,048
-868
-10% -$43.6K 0.17% 36
2014
Q4
$429K Hold
8,916
0.18% 46
2014
Q3
$398K Hold
8,916
0.17% 46
2014
Q2
$346K Hold
8,916
0.15% 52
2014
Q1
$329K Hold
8,916
0.15% 50
2013
Q4
$351K Sell
8,916
-288
-3% -$11.3K 0.16% 48
2013
Q3
$334K Hold
9,204
0.17% 48
2013
Q2
$293K Buy
+9,204
New +$293K 0.16% 52