Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,485
Closed -$51K 1361
2018
Q2
$51K Sell
2,485
-3,308
-57% -$67.9K 0.02% 425
2018
Q1
$119K Sell
5,793
-3,273
-36% -$67.2K 0.06% 270
2017
Q4
$212K Buy
9,066
+7,962
+721% +$186K 0.16% 50
2017
Q3
$23K Buy
+1,104
New +$23K 0.02% 368
2017
Q2
Sell
-1,450
Closed -$34K 1168
2017
Q1
$34K Sell
1,450
-3,288
-69% -$77.1K 0.04% 315
2016
Q4
$118K Buy
4,738
+3,738
+374% +$93.1K 0.12% 218
2016
Q3
$28K Sell
1,000
-9,400
-90% -$263K 0.02% 546
2016
Q2
$310K Buy
10,400
+4,100
+65% +$122K 0.36% 64
2016
Q1
$187K Buy
6,300
+6,200
+6,200% +$184K 0.36% 68
2015
Q4
$3K Buy
+100
New +$3K 0.01% 458
2014
Q4
Sell
-15,923
Closed -$375K 716
2014
Q3
$375K Buy
+15,923
New +$375K 0.21% 47