Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-13
Closed -$11K 454
2017
Q4
$11K Buy
+13
New +$11K ﹤0.01% 427
2017
Q1
Sell
-7
Closed -$12K 425
2016
Q4
$12K Hold
7
﹤0.01% 401
2016
Q3
$39K Hold
7
﹤0.01% 462
2016
Q2
$21K Hold
7
﹤0.01% 490
2016
Q1
$34K Hold
7
﹤0.01% 494
2015
Q4
$57K Hold
7
0.01% 486
2015
Q3
$78K Hold
7
0.01% 497
2015
Q2
$99K Hold
7
0.01% 505
2015
Q1
$109K Hold
7
0.01% 511
2014
Q4
$97K Hold
7
0.01% 514
2014
Q3
$126K Hold
7
0.01% 506
2014
Q2
$164K Hold
7
0.01% 504
2014
Q1
$237K Sell
7
-2
-22% -$67.7K 0.02% 478
2013
Q4
$418K Buy
9
+2
+29% +$92.9K 0.03% 420
2013
Q3
$198K Hold
7
0.02% 459
2013
Q2
$214K Buy
+7
New +$214K 0.02% 448