Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-6,100
Closed -$79K 37
2017
Q4
$79K Sell
6,100
-154
-2% -$1.99K 0.02% 50
2017
Q3
$141K Sell
6,254
-1,025
-14% -$23.1K 0.04% 49
2017
Q2
$149K Hold
7,279
0.05% 50
2017
Q1
$167K Hold
7,279
0.05% 51
2016
Q4
$131K Sell
7,279
-32
-0.4% -$576 0.04% 50
2016
Q3
$203K Buy
7,311
+4,396
+151% +$122K 0.08% 46
2016
Q2
$72K Sell
2,915
-232
-7% -$5.73K 0.03% 48
2016
Q1
$118K Buy
3,147
+426
+16% +$16K 0.05% 43
2015
Q4
$194K Buy
2,721
+325
+14% +$23.2K 0.06% 43
2015
Q3
$148K Buy
+2,396
New +$148K 0.04% 49