Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-37
Closed -$1K 290
2018
Q3
$1K Buy
+37
New +$1K ﹤0.01% 279
2015
Q4
Sell
-309
Closed -$9K 255
2015
Q3
$9K Hold
309
﹤0.01% 198
2015
Q2
$11K Sell
309
-17
-5% -$605 ﹤0.01% 202
2015
Q1
$13K Sell
326
-1,183
-78% -$47.2K ﹤0.01% 194
2014
Q4
$60K Hold
1,509
0.02% 115
2014
Q3
$75K Hold
1,509
0.03% 110
2014
Q2
$87K Sell
1,509
-503
-25% -$29K 0.03% 100
2014
Q1
$115K Hold
2,012
0.05% 85
2013
Q4
$116K Hold
2,012
0.05% 84
2013
Q3
$113K Hold
2,012
0.05% 85
2013
Q2
$98K Buy
+2,012
New +$98K 0.05% 89