Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-229
Closed -$15K 1054
2017
Q3
$15K Buy
229
+7
+3% +$459 ﹤0.01% 787
2017
Q2
$13K Sell
222
-70
-24% -$4.1K ﹤0.01% 788
2017
Q1
$19K Buy
292
+52
+22% +$3.38K ﹤0.01% 721
2016
Q4
$17K Buy
240
+28
+13% +$1.98K ﹤0.01% 741
2016
Q3
$13K Hold
212
﹤0.01% 795
2016
Q2
$9K Buy
212
+127
+149% +$5.39K ﹤0.01% 869
2016
Q1
$3K Buy
+85
New +$3K ﹤0.01% 1033
2015
Q4
Sell
-53
Closed -$2K 1054
2015
Q3
$2K Hold
53
﹤0.01% 1089
2015
Q2
$2K Buy
+53
New +$2K ﹤0.01% 1072