Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,274
Closed -$290K 127
2018
Q3
$290K Hold
3,274
﹤0.01% 84
2018
Q2
$240K Buy
3,274
+45
+1% +$3.3K ﹤0.01% 99
2018
Q1
$256K Sell
3,229
-615
-16% -$48.8K ﹤0.01% 99
2017
Q4
$314K Buy
3,844
+192
+5% +$15.7K ﹤0.01% 87
2017
Q3
$270K Hold
3,652
﹤0.01% 94
2017
Q2
$237K Hold
3,652
﹤0.01% 99
2017
Q1
$237K Hold
3,652
﹤0.01% 94
2016
Q4
$221K Hold
3,652
﹤0.01% 95
2016
Q3
$217K Hold
3,652
﹤0.01% 97
2016
Q2
$204K Buy
+3,652
New +$204K ﹤0.01% 104