Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-300
Closed -$35K 163
2017
Q4
$35K Sell
300
-100
-25% -$11.7K 0.02% 65
2017
Q3
$41K Sell
400
-180
-31% -$18.5K 0.03% 83
2017
Q2
$54K Sell
580
-120
-17% -$11.2K 0.04% 76
2017
Q1
$56K Buy
+700
New +$56K 0.04% 103
2016
Q3
Sell
-1,980
Closed -$149K 206
2016
Q2
$149K Sell
1,980
-800
-29% -$60.2K 0.1% 118
2016
Q1
$240K Buy
2,780
+100
+4% +$8.63K 0.15% 118
2015
Q4
$274K Sell
2,680
-1,570
-37% -$161K 0.16% 102
2015
Q3
$418K Sell
4,250
-200
-4% -$19.7K 0.23% 75
2015
Q2
$373K Sell
4,450
-300
-6% -$25.1K 0.18% 102
2015
Q1
$433K Buy
+4,750
New +$433K 0.2% 88
2014
Q1
Sell
-5,170
Closed -$302K 352
2013
Q4
$302K Sell
5,170
-630
-11% -$36.8K 0.13% 191
2013
Q3
$259K Buy
+5,800
New +$259K 0.12% 189