Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,453
Closed -$16.1K 126
2018
Q1
$16.1K Sell
1,453
-4,359
-75% -$48.3K 0.02% 199
2017
Q4
$72.6K Buy
5,812
+157
+3% +$1.96K 0.08% 139
2017
Q3
$67.7K Buy
5,655
+3,041
+116% +$36.4K 0.08% 133
2017
Q2
$29.3K Buy
2,614
+1,529
+141% +$17.1K 0.03% 171
2017
Q1
$12.6K Sell
1,085
-6,312
-85% -$73.5K 0.01% 222
2016
Q4
$89.7K Buy
7,397
+983
+15% +$11.9K 0.1% 134
2016
Q3
$77.4K Hold
6,414
0.06% 147
2016
Q2
$80.6K Hold
6,414
0.11% 126
2016
Q1
$86.6K Buy
6,414
+1,500
+31% +$20.3K 0.11% 101
2015
Q4
$69.2K Buy
4,914
+2,736
+126% +$38.6K 0.08% 117
2015
Q3
$29.6K Buy
2,178
+1,975
+973% +$26.8K 0.06% 123
2015
Q2
$3.05K Hold
203
﹤0.01% 278
2015
Q1
$3.28K Buy
+203
New +$3.28K ﹤0.01% 289