Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-20
Closed -$1K 1091
2017
Q4
$1K Sell
20
-1,667
-99% -$83.4K ﹤0.01% 1048
2017
Q3
$56K Hold
1,687
﹤0.01% 558
2017
Q2
$58K Hold
1,687
﹤0.01% 545
2017
Q1
$54K Hold
1,687
﹤0.01% 562
2016
Q4
$54K Hold
1,687
﹤0.01% 561
2016
Q3
$56K Hold
1,687
﹤0.01% 569
2016
Q2
$55K Hold
1,687
﹤0.01% 549
2016
Q1
$52K Sell
1,687
-300
-15% -$9.25K ﹤0.01% 575
2015
Q4
$57K Hold
1,987
﹤0.01% 566
2015
Q3
$54K Sell
1,987
-1,085
-35% -$29.5K ﹤0.01% 595
2015
Q2
$90K Sell
3,072
-485
-14% -$14.2K ﹤0.01% 540
2015
Q1
$116K Sell
3,557
-15,804
-82% -$515K ﹤0.01% 539
2014
Q4
$590K Buy
19,361
+1,699
+10% +$51.8K 0.02% 359
2014
Q3
$537K Buy
17,662
+9,325
+112% +$284K 0.02% 363
2014
Q2
$240K Sell
8,337
-1,550
-16% -$44.6K 0.01% 470
2014
Q1
$306K Sell
9,887
-5,517
-36% -$171K 0.01% 436
2013
Q4
$518K Sell
15,404
-10,836
-41% -$364K 0.02% 365
2013
Q3
$779K Sell
26,240
-126,901
-83% -$3.77M 0.03% 323
2013
Q2
$4.39M Buy
+153,141
New +$4.39M 0.09% 228