Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,953
Closed -$52.6K 196
2018
Q1
$52.6K Sell
1,953
-376
-16% -$10.1K 0.07% 144
2017
Q4
$68.4K Sell
2,329
-912
-28% -$26.8K 0.07% 141
2017
Q3
$95.9K Sell
3,241
-4,352
-57% -$129K 0.12% 114
2017
Q2
$216K Buy
7,593
+3,755
+98% +$107K 0.25% 88
2017
Q1
$120K Sell
3,838
-2,366
-38% -$74.3K 0.14% 97
2016
Q4
$199K Sell
6,204
-13,468
-68% -$433K 0.22% 92
2016
Q3
$603K Sell
19,672
-1,708
-8% -$52.4K 0.45% 59
2016
Q2
$698K Buy
21,380
+16,967
+384% +$554K 0.95% 45
2016
Q1
$131K Sell
4,413
-110
-2% -$3.25K 0.17% 81
2015
Q4
$118K Buy
4,523
+2,014
+80% +$52.3K 0.14% 89
2015
Q3
$61.7K Buy
2,509
+992
+65% +$24.4K 0.13% 85
2015
Q2
$40.7K Buy
1,517
+137
+10% +$3.68K 0.04% 125
2015
Q1
$34K Buy
+1,380
New +$34K 0.03% 136