Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,368
Closed -$29K 2075
2018
Q2
$29K Buy
1,368
+804
+143% +$17K ﹤0.01% 1052
2018
Q1
$12K Buy
+564
New +$12K ﹤0.01% 1206
2016
Q4
Sell
-230
Closed -$4K 1583
2016
Q3
$4K Buy
+230
New +$4K ﹤0.01% 1334
2016
Q2
Sell
-159
Closed -$3K 1590
2016
Q1
$3K Buy
159
+24
+18% +$453 ﹤0.01% 1132
2015
Q4
$2K Sell
135
-6
-4% -$89 ﹤0.01% 1142
2015
Q3
$2K Buy
+141
New +$2K ﹤0.01% 1091
2015
Q2
Sell
-163
Closed -$3K 1182
2015
Q1
$3K Sell
163
-22
-12% -$405 ﹤0.01% 783
2014
Q4
$3K Hold
185
﹤0.01% 729
2014
Q3
$3K Hold
185
﹤0.01% 573
2014
Q2
$3K Hold
185
﹤0.01% 683
2014
Q1
$3K Hold
185
﹤0.01% 598
2013
Q4
$3K Sell
185
-7,075
-97% -$115K ﹤0.01% 577
2013
Q3
$95K Buy
7,260
+7,054
+3,424% +$92.3K 0.04% 132
2013
Q2
$2K Buy
+206
New +$2K ﹤0.01% 484