Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,677
Closed -$30K 884
2018
Q1
$30K Buy
+1,677
New +$30K ﹤0.01% 684
2017
Q4
Sell
-90
Closed -$2K 718
2017
Q3
$2K Hold
90
﹤0.01% 702
2017
Q2
$2K Sell
90
-207
-70% -$4.6K ﹤0.01% 869
2017
Q1
$5K Sell
297
-31
-9% -$522 ﹤0.01% 841
2016
Q4
$6K Sell
328
-59
-15% -$1.08K ﹤0.01% 788
2016
Q3
$7K Hold
387
﹤0.01% 768
2016
Q2
$6K Buy
387
+90
+30% +$1.4K ﹤0.01% 762
2016
Q1
$4K Hold
297
﹤0.01% 750
2015
Q4
$4K Sell
297
-184
-38% -$2.48K ﹤0.01% 746
2015
Q3
$4K Buy
481
+363
+308% +$3.02K ﹤0.01% 744
2015
Q2
$2K Hold
118
﹤0.01% 799
2015
Q1
$2K Sell
118
-60,385
-100% -$1.02M ﹤0.01% 816
2014
Q4
$789K Buy
60,503
+60,385
+51,174% +$787K 0.04% 401
2014
Q3
$3K Buy
+118
New +$3K ﹤0.01% 805