Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
$63K Sell
811
-2,894
-78% -$225K ﹤0.01% 1014
2018
Q1
$268K Sell
3,705
-172
-4% -$12.4K ﹤0.01% 815
2017
Q4
$288K Buy
3,877
+1,940
+100% +$144K ﹤0.01% 690
2017
Q3
$150K Sell
1,937
-538
-22% -$41.7K ﹤0.01% 816
2017
Q2
$177K Buy
2,475
+319
+15% +$22.8K ﹤0.01% 869
2017
Q1
$146K Buy
2,156
+1,970
+1,059% +$133K ﹤0.01% 842
2016
Q4
$12K Buy
+186
New +$12K ﹤0.01% 1115
2016
Q3
Hold
0
1017
2016
Q2
Hold
0
903
2016
Q1
Sell
-886
Closed -$45K 938
2015
Q4
$45K Sell
886
-2,319
-72% -$118K ﹤0.01% 1007
2015
Q3
$162K Sell
3,205
-3,604
-53% -$182K ﹤0.01% 881
2015
Q2
$316K Sell
6,809
-8,087
-54% -$375K ﹤0.01% 732
2015
Q1
$786K Buy
14,896
+9,227
+163% +$487K 0.01% 449
2014
Q4
$313K Buy
+5,669
New +$313K ﹤0.01% 685
2014
Q1
Sell
-3,325
Closed -$166K 1465
2013
Q4
$166K Sell
3,325
-1,275
-28% -$63.7K ﹤0.01% 1036
2013
Q3
$111K Buy
+4,600
New +$111K ﹤0.01% 1129