Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Hold
0
3433
2017
Q4
Hold
0
3358
2017
Q3
Sell
-4,388
Closed -$397K 3362
2017
Q2
$397K Buy
4,388
+1,758
+67% +$159K 0.02% 442
2017
Q1
$251K Buy
2,630
+1,710
+186% +$163K 0.01% 646
2016
Q4
$92K Sell
920
-10,016
-92% -$1M 0.01% 775
2016
Q3
$991K Buy
+10,936
New +$991K 0.07% 163
2016
Q2
Hold
0
3237
2016
Q1
Sell
-1,567
Closed -$139K 3162
2015
Q4
$139K Buy
+1,567
New +$139K 0.01% 597
2015
Q3
Sell
-7,102
Closed -$752K 3116
2015
Q2
$752K Buy
7,102
+89
+1% +$9.42K 0.06% 176
2015
Q1
$731K Buy
+7,013
New +$731K 0.09% 138