Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,639
Closed -$111K 1771
2018
Q3
$111K Buy
2,639
+26
+1% +$1.09K 0.01% 1085
2018
Q2
$116K Buy
2,613
+27
+1% +$1.2K 0.01% 1098
2018
Q1
$115K Sell
2,586
-54
-2% -$2.4K 0.01% 1081
2017
Q4
$125K Buy
2,640
+27
+1% +$1.28K 0.01% 1085
2017
Q3
$118K Buy
2,613
+54
+2% +$2.44K 0.01% 1107
2017
Q2
$108K Buy
2,559
+36
+1% +$1.52K 0.01% 1109
2017
Q1
$93K Hold
2,523
0.01% 1136
2016
Q4
$92K Buy
2,523
+32
+1% +$1.17K 0.01% 1068
2016
Q3
$85K Buy
2,491
+39
+2% +$1.33K 0.01% 1049
2016
Q2
$68K Buy
2,452
+77
+3% +$2.14K ﹤0.01% 1093
2016
Q1
$66K Hold
2,375
﹤0.01% 1045
2015
Q4
$84K Buy
2,375
+29
+1% +$1.03K 0.01% 926
2015
Q3
$79K Buy
2,346
+50
+2% +$1.68K 0.01% 951
2015
Q2
$92K Buy
2,296
+28
+1% +$1.12K 0.01% 917
2015
Q1
$85K Sell
2,268
-53
-2% -$1.99K 0.01% 681
2014
Q4
$94K Buy
2,321
+43
+2% +$1.74K 0.01% 678
2014
Q3
$100K Buy
2,278
+21
+0.9% +$922 0.01% 663
2014
Q2
$99K Buy
2,257
+41
+2% +$1.8K 0.01% 666
2014
Q1
$97K Sell
2,216
-251
-10% -$11K 0.01% 660
2013
Q4
$117K Buy
2,467
+290
+13% +$13.8K 0.01% 643
2013
Q3
$102K Buy
2,177
+18
+0.8% +$843 0.01% 292
2013
Q2
$97K Buy
+2,159
New +$97K 0.01% 265