Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-833
Closed -$12K 787
2018
Q2
$12K Buy
833
+130
+18% +$1.87K ﹤0.01% 647
2018
Q1
$12K Sell
703
-793
-53% -$13.5K ﹤0.01% 666
2017
Q4
$28K Buy
1,496
+284
+23% +$5.32K ﹤0.01% 535
2017
Q3
$22K Buy
+1,212
New +$22K ﹤0.01% 560