Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-150
Closed -$10K 687
2017
Q4
$10K Buy
150
+3
+2% +$200 0.02% 414
2017
Q3
$8K Hold
147
0.01% 742
2017
Q2
$9K Hold
147
0.01% 690
2017
Q1
$9K Buy
147
+37
+34% +$2.27K 0.01% 723
2016
Q4
$7K Sell
110
-125
-53% -$7.96K 0.01% 787
2016
Q3
$12K Hold
235
0.02% 623
2016
Q2
$12K Hold
235
0.02% 595
2016
Q1
$11K Hold
235
0.02% 629
2015
Q4
$9K Hold
235
0.01% 686
2015
Q3
$9K Buy
235
+40
+21% +$1.53K 0.01% 686
2015
Q2
$9K Hold
195
0.01% 741
2015
Q1
$9K Hold
195
0.01% 760
2014
Q4
$10K Buy
+195
New +$10K 0.01% 740
2014
Q3
Sell
-4,100
Closed 1208
2014
Q2
$0 Buy
+4,100
New ﹤0.01% 827