Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-500
Closed -$37K 209
2018
Q3
$37K Hold
500
0.02% 130
2018
Q2
$34K Hold
500
0.02% 142
2018
Q1
$30K Hold
500
0.02% 158
2017
Q4
$30K Hold
500
0.01% 161
2017
Q3
$27K Hold
500
0.02% 149
2017
Q2
$25K Hold
500
0.01% 158
2017
Q1
$26K Buy
+500
New +$26K 0.01% 146
2016
Q2
Sell
-400
Closed -$19K 303
2016
Q1
$19K Sell
400
-1,700
-81% -$80.8K 0.01% 187
2015
Q4
$86K Hold
2,100
0.05% 98
2015
Q3
$82K Sell
2,100
-467
-18% -$18.2K 0.05% 100
2015
Q2
$93K Hold
2,567
0.05% 93
2015
Q1
$97K Hold
2,567
0.05% 98
2014
Q4
$102K Hold
2,567
0.05% 99
2014
Q3
$97K Hold
2,567
0.05% 81
2014
Q2
$96K Hold
2,567
0.05% 81
2014
Q1
$93K Hold
2,567
0.05% 81
2013
Q4
$93K Hold
2,567
0.05% 82
2013
Q3
$82K Hold
2,567
0.04% 87
2013
Q2
$88K Buy
+2,567
New +$88K 0.05% 90