Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,151
Closed -$68K 1697
2018
Q1
$68K Buy
3,151
+1,843
+141% +$39.8K ﹤0.01% 1071
2017
Q4
$46K Buy
+1,308
New +$46K ﹤0.01% 1001
2017
Q3
Hold
0
1683
2017
Q2
Sell
-987
Closed -$46K 1692
2017
Q1
$46K Buy
+987
New +$46K ﹤0.01% 1033
2016
Q4
Hold
0
1628
2016
Q1
Sell
-9,000
Closed -$508K 1539
2015
Q4
$508K Sell
9,000
-17,311
-66% -$977K ﹤0.01% 493
2015
Q3
$1.69M Buy
26,311
+3,737
+17% +$240K 0.01% 346
2015
Q2
$1.96M Buy
22,574
+11,515
+104% +$997K 0.01% 296
2015
Q1
$1.02M Buy
11,059
+6,590
+147% +$606K 0.01% 386
2014
Q4
$383K Buy
+4,469
New +$383K ﹤0.01% 635
2014
Q3
Hold
0
1745
2014
Q2
Sell
-2,506
Closed -$103K 1698
2014
Q1
$103K Sell
2,506
-3,849
-61% -$158K ﹤0.01% 1155
2013
Q4
$336K Buy
6,355
+2,446
+63% +$129K ﹤0.01% 824
2013
Q3
$94.1K Buy
+3,909
New +$94.1K ﹤0.01% 1167
2013
Q2
Hold
0
1631