Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-778
Closed -$34K 741
2018
Q2
$34K Hold
778
﹤0.01% 586
2018
Q1
$33K Sell
778
-253
-25% -$10.7K ﹤0.01% 569
2017
Q4
$45K Sell
1,031
-760
-42% -$33.2K ﹤0.01% 576
2017
Q3
$72K Buy
1,791
+41
+2% +$1.65K ﹤0.01% 518
2017
Q2
$68K Sell
1,750
-63
-3% -$2.45K ﹤0.01% 519
2017
Q1
$62K Buy
1,813
+118
+7% +$4.04K ﹤0.01% 542
2016
Q4
$54K Buy
1,695
+195
+13% +$6.21K ﹤0.01% 559
2016
Q3
$51K Buy
+1,500
New +$51K ﹤0.01% 575
2014
Q3
Sell
-83
Closed -$3K 1297
2014
Q2
$3K Hold
83
﹤0.01% 1059
2014
Q1
$3K Buy
+83
New +$3K ﹤0.01% 1016