Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Hold
0
1139
2018
Q1
Hold
0
1243
2017
Q4
Sell
-4,976
Closed -$55K 1115
2017
Q3
$55K Buy
+4,976
New +$55K ﹤0.01% 989
2017
Q2
Sell
-11,337
Closed -$127K 1254
2017
Q1
$127K Buy
11,337
+2,805
+33% +$31.4K ﹤0.01% 873
2016
Q4
$99K Buy
8,532
+1,167
+16% +$13.5K ﹤0.01% 926
2016
Q3
$95K Buy
7,365
+1,434
+24% +$18.5K ﹤0.01% 779
2016
Q2
$74K Buy
+5,931
New +$74K ﹤0.01% 706
2016
Q1
Hold
0
923
2015
Q4
Sell
-127,102
Closed -$1.24M 1148
2015
Q3
$1.24M Buy
+127,102
New +$1.24M 0.01% 409
2015
Q2
Hold
0
1251
2015
Q1
Sell
-6,334
Closed -$87K 1169
2014
Q4
$87K Buy
+6,334
New +$87K ﹤0.01% 968
2014
Q3
Hold
0
1384
2014
Q2
Hold
0
1308
2014
Q1
Sell
-13,941
Closed -$202K 1460
2013
Q4
$202K Buy
+13,941
New +$202K ﹤0.01% 983
2013
Q3
Hold
0
1442
2013
Q2
Hold
0
1370