Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,522
Closed -$89K 638
2017
Q4
$89K Sell
2,522
-1,053
-29% -$37.2K 0.04% 132
2017
Q3
$125K Hold
3,575
0.05% 104
2017
Q2
$119K Hold
3,575
0.06% 103
2017
Q1
$129K Buy
3,575
+1,053
+42% +$38K 0.07% 83
2016
Q4
$87K Hold
2,522
0.05% 80
2016
Q3
$85K Hold
2,522
0.05% 82
2016
Q2
$85K Hold
2,522
0.06% 80
2016
Q1
$75K Hold
2,522
0.06% 85
2015
Q4
$99K Buy
+2,522
New +$99K 0.08% 64