Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-10,845
Closed -$109K 316
2017
Q3
$109K Sell
10,845
-150
-1% -$1.51K 0.01% 311
2017
Q2
$96K Hold
10,995
0.01% 290
2017
Q1
$104K Sell
10,995
-1,375
-11% -$13K 0.01% 282
2016
Q4
$94K Sell
12,370
-1,250
-9% -$9.5K 0.01% 293
2016
Q3
$75K Sell
13,620
-1,950
-13% -$10.7K 0.01% 290
2016
Q2
$79K Hold
15,570
0.01% 286
2016
Q1
$66K Buy
+15,570
New +$66K 0.01% 284