Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-12,447
Closed -$138K 183
2018
Q2
$138K Sell
12,447
-1,800
-13% -$20K 0.06% 187
2018
Q1
$158K Hold
14,247
0.07% 182
2017
Q4
$178K Sell
14,247
-2,258
-14% -$28.2K 0.08% 173
2017
Q3
$198K Sell
16,505
-100
-0.6% -$1.2K 0.09% 168
2017
Q2
$186K Buy
+16,605
New +$186K 0.09% 169
2016
Q2
Sell
-23,404
Closed -$316K 148
2016
Q1
$316K Buy
23,404
+100
+0.4% +$1.35K 0.22% 88
2015
Q4
$278K Buy
+23,304
New +$278K 0.28% 91