Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$55K Sell
597
-15
-2% -$1.38K 0.77% 33
2018
Q3
$88K Sell
612
-854
-58% -$123K 1.08% 18
2018
Q2
$219K Sell
1,466
-29
-2% -$4.33K 1.81% 13
2018
Q1
$226K Buy
1,495
+17
+1% +$2.57K 1.75% 10
2017
Q4
$202K Sell
1,478
-479
-24% -$65.5K 1.87% 15
2017
Q3
$246K Sell
1,957
-178
-8% -$22.4K 2.46% 3
2017
Q2
$244K Sell
2,135
-282
-12% -$32.2K 2.37% 5
2017
Q1
$250K Sell
2,417
-143
-6% -$14.8K 2.26% 8
2016
Q4
$231K Sell
2,560
-115
-4% -$10.4K 2.01% 21
2016
Q3
$295K Sell
2,675
-93
-3% -$10.3K 2.65% 6
2016
Q2
$260K Sell
2,768
-881
-24% -$82.8K 2.14% 15
2016
Q1
$361K Buy
3,649
+661
+22% +$65.4K 2.94% 6
2015
Q4
$220K Sell
2,988
-606
-17% -$44.6K 1.78% 28
2015
Q3
$366K Sell
3,594
-296
-8% -$30.1K 2.71% 12
2015
Q2
$448K Sell
3,890
-8,131
-68% -$936K 2.87% 12
2015
Q1
$1.28M Buy
12,021
+6,501
+118% +$693K 3.27% 14
2014
Q4
$707K Sell
5,520
-363
-6% -$46.5K 1.36% 25
2014
Q3
$711K Buy
5,883
+1,081
+23% +$131K 0.19% 132
2014
Q2
$559K Sell
4,802
-10,202
-68% -$1.19M 0.14% 179
2014
Q1
$1.87M Sell
15,004
-1,134
-7% -$141K 0.02% 451
2013
Q4
$2.2M Buy
16,138
+2,170
+16% +$295K 0.02% 439
2013
Q3
$1.66M Sell
13,968
-717
-5% -$85.1K 0.02% 448
2013
Q2
$1.84M Buy
+14,685
New +$1.84M 0.02% 423