Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,000
Closed -$50K 1767
2018
Q3
$50K Hold
1,000
﹤0.01% 1324
2018
Q2
$50K Hold
1,000
﹤0.01% 1317
2018
Q1
$49K Hold
1,000
﹤0.01% 1298
2017
Q4
$44K Hold
1,000
﹤0.01% 1344
2017
Q3
$51K Hold
1,000
﹤0.01% 1340
2017
Q2
$54K Hold
1,000
﹤0.01% 1321
2017
Q1
$53K Sell
1,000
-280
-22% -$14.8K ﹤0.01% 1310
2016
Q4
$62K Hold
1,280
﹤0.01% 1190
2016
Q3
$69K Sell
1,280
-2,144
-63% -$116K 0.01% 1120
2016
Q2
$185K Buy
3,424
+2,144
+168% +$116K 0.01% 788
2016
Q1
$65K Hold
1,280
﹤0.01% 1048
2015
Q4
$65K Hold
1,280
0.01% 1033
2015
Q3
$62K Hold
1,280
0.01% 1046
2015
Q2
$67K Hold
1,280
0.01% 1046
2015
Q1
$74K Sell
1,280
-80
-6% -$4.63K 0.01% 685
2014
Q4
$73K Hold
1,360
0.01% 691
2014
Q3
$78K Sell
1,360
-116
-8% -$6.65K 0.01% 682
2014
Q2
$99K Sell
1,476
-3,845
-72% -$258K 0.01% 665
2014
Q1
$355K Hold
5,321
0.03% 405
2013
Q4
$355K Hold
5,321
0.03% 284
2013
Q3
$334K Hold
5,321
0.04% 208
2013
Q2
$332K Buy
+5,321
New +$332K 0.04% 204