Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$274K Sell
6,561
-527
-7% -$22K 0.8% 37
2018
Q2
$244K Hold
7,088
0.78% 39
2018
Q1
$239K Sell
7,088
-158
-2% -$5.33K 0.88% 36
2017
Q4
$249K Hold
7,246
0.95% 36
2017
Q3
$245K Hold
7,246
0.35% 45
2017
Q2
$231K Buy
7,246
+211
+3% +$6.73K 0.2% 50
2017
Q1
$228K Buy
7,035
+52
+0.7% +$1.69K 0.21% 49
2016
Q4
$215K Buy
6,983
+132
+2% +$4.06K 0.23% 49
2016
Q3
$220K Buy
6,851
+105
+2% +$3.37K 0.21% 51
2016
Q2
$225K Sell
6,746
-421
-6% -$14K 0.24% 50
2016
Q1
$202K Hold
7,167
0.22% 51
2015
Q4
$220K Buy
+7,167
New +$220K 0.23% 47