Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,917
Closed -$72.2K 108
2018
Q1
$72.2K Sell
1,917
-29
-1% -$1.09K 0.09% 134
2017
Q4
$74.9K Sell
1,946
-29
-1% -$1.12K 0.08% 135
2017
Q3
$68.4K Buy
+1,975
New +$68.4K 0.08% 129
2017
Q2
Sell
-1,588
Closed -$47.8K 234
2017
Q1
$47.8K Sell
1,588
-29
-2% -$873 0.05% 147
2016
Q4
$51.8K Sell
1,617
-29
-2% -$928 0.06% 158
2016
Q3
$48.7K Buy
1,646
+475
+41% +$14.1K 0.04% 175
2016
Q2
$35K Buy
1,171
+119
+11% +$3.55K 0.05% 162
2016
Q1
$26.7K Hold
1,052
0.03% 157
2015
Q4
$27.7K Hold
1,052
0.03% 162
2015
Q3
$27K Buy
1,052
+357
+51% +$9.18K 0.06% 128
2015
Q2
$23.4K Sell
695
-10
-1% -$336 0.02% 154
2015
Q1
$22.9K Buy
+705
New +$22.9K 0.02% 160