Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-140
Closed -$25K 88
2017
Q4
$25K Sell
140
-100
-42% -$17.9K 0.02% 108
2017
Q3
$42K Sell
240
-60
-20% -$10.5K 0.03% 74
2017
Q2
$42K Sell
300
-80
-21% -$11.2K 0.03% 115
2017
Q1
$54K Sell
380
-90
-19% -$12.8K 0.04% 110
2016
Q4
$62K Sell
470
-200
-30% -$26.4K 0.05% 93
2016
Q3
$80K Sell
670
-620
-48% -$74K 0.06% 112
2016
Q2
$133K Sell
1,290
-800
-38% -$82.5K 0.09% 132
2016
Q1
$233K Hold
2,090
0.15% 120
2015
Q4
$262K Sell
2,090
-310
-13% -$38.9K 0.16% 116
2015
Q3
$253K Buy
+2,400
New +$253K 0.14% 145