Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,011
Closed -$44K 273
2018
Q3
$44K Buy
+1,011
New +$44K 0.03% 203
2016
Q2
Sell
-17,611
Closed -$548K 128
2016
Q1
$548K Hold
17,611
0.66% 50
2015
Q4
$590K Buy
17,611
+461
+3% +$15.4K 0.73% 51
2015
Q3
$646K Buy
17,150
+460
+3% +$17.3K 0.77% 49
2015
Q2
$806K Sell
16,690
-2,010
-11% -$97.1K 0.96% 37
2015
Q1
$935K Buy
+18,700
New +$935K 1.05% 36