Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$137K Sell
2,675
-565
-17% -$28.9K 0.3% 75
2018
Q2
$137K Sell
3,240
-10
-0.3% -$423 0.33% 74
2018
Q1
$91K Sell
3,250
-250
-7% -$7K 0.24% 99
2017
Q4
$72K Buy
3,500
+1,125
+47% +$23.1K 0.17% 136
2017
Q3
$40K Buy
+2,375
New +$40K 0.07% 288
2017
Q1
Sell
-250
Closed -$3K 1174
2016
Q4
$3K Hold
250
0.01% 957
2016
Q3
$4K Buy
+250
New +$4K 0.01% 869
2016
Q2
Sell
-500
Closed -$4K 1097
2016
Q1
$4K Buy
+500
New +$4K 0.01% 832