Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-275
Closed -$20K 358
2018
Q3
$20K Buy
+275
New +$20K ﹤0.01% 426
2017
Q2
Sell
-613
Closed -$38K 745
2017
Q1
$38K Hold
613
0.01% 325
2016
Q4
$38K Sell
613
-1
-0.2% -$62 0.01% 325
2016
Q3
$33K Hold
614
0.01% 368
2016
Q2
$37K Hold
614
0.01% 351
2016
Q1
$32K Buy
614
+1
+0.2% +$52 0.01% 318
2015
Q4
$30K Sell
613
-103
-14% -$5.04K 0.03% 174
2015
Q3
$36K Buy
+716
New +$36K 0.02% 242