Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,924
Closed -$401K 319
2017
Q4
$401K Buy
+7,924
New +$401K 0.42% 76
2017
Q3
Sell
-6,188
Closed -$303K 626
2017
Q2
$303K Buy
+6,188
New +$303K 0.22% 183
2016
Q3
Sell
-365
Closed -$13K 742
2016
Q2
$13K Sell
365
-342
-48% -$12.2K 0.01% 470
2016
Q1
$28K Sell
707
-183
-21% -$7.25K 0.03% 393
2015
Q4
$38K Buy
+890
New +$38K 0.04% 403