Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,775
Closed -$57K 2066
2018
Q2
$57K Sell
2,775
-32
-1% -$657 0.01% 813
2018
Q1
$57K Sell
2,807
-6,234
-69% -$127K 0.01% 696
2017
Q4
$211K Buy
+9,041
New +$211K 0.03% 317
2017
Q3
Sell
-13,088
Closed -$308K 338
2017
Q2
$308K Buy
+13,088
New +$308K 0.04% 183
2016
Q4
Sell
-341
Closed -$9K 1538
2016
Q3
$9K Hold
341
﹤0.01% 1075
2016
Q2
$10K Sell
341
-245
-42% -$7.19K ﹤0.01% 920
2016
Q1
$17K Buy
586
+383
+189% +$11.1K ﹤0.01% 718
2015
Q4
$6K Hold
203
﹤0.01% 870
2015
Q3
$5K Buy
+203
New +$5K ﹤0.01% 860
2014
Q3
Sell
-296
Closed -$7K 951
2014
Q2
$7K Buy
+296
New +$7K ﹤0.01% 541