Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$122K Sell
13,150
-150
-1% -$1.39K 0.01% 228
2018
Q2
$147K Sell
13,300
-1,000
-7% -$11.1K 0.02% 229
2018
Q1
$158K Hold
14,300
0.02% 221
2017
Q4
$179K Hold
14,300
0.02% 223
2017
Q3
$171K Sell
14,300
-822
-5% -$9.83K 0.02% 217
2017
Q2
$169K Buy
15,122
+1,822
+14% +$20.4K 0.02% 209
2017
Q1
$155K Buy
+13,300
New +$155K 0.02% 207
2016
Q4
Sell
-10,709
Closed -$129K 212
2016
Q3
$129K Buy
10,709
+112
+1% +$1.35K 0.02% 215
2016
Q2
$133K Hold
10,597
0.02% 214
2016
Q1
$143K Sell
10,597
-300
-3% -$4.05K 0.02% 215
2015
Q4
$154K Hold
10,897
0.02% 213
2015
Q3
$148K Buy
+10,897
New +$148K 0.02% 207
2014
Q4
Sell
-11,741
Closed -$174K 220
2014
Q3
$174K Buy
11,741
+4
+0% +$59 0.03% 204
2014
Q2
$202K Sell
11,737
-57
-0.5% -$981 0.03% 207
2014
Q1
$184K Buy
11,794
+65
+0.6% +$1.01K 0.03% 196
2013
Q4
$181K Buy
11,729
+3
+0% +$46 0.03% 189
2013
Q3
$198K Buy
+11,726
New +$198K 0.04% 183