Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1
Closed 65
2018
Q3
$0 Sell
1
-1,148
-100% ﹤0.01% 390
2018
Q2
$86K Sell
1,149
-606
-35% -$45.4K 0.13% 93
2018
Q1
$123K Sell
1,755
-2,284
-57% -$160K 0.08% 287
2017
Q4
$277K Buy
4,039
+18
+0.4% +$1.23K 0.19% 59
2017
Q3
$229K Sell
4,021
-113
-3% -$6.44K 0.14% 175
2017
Q2
$237K Sell
4,134
-9,006
-69% -$516K 0.22% 161
2017
Q1
$646K Sell
13,140
-10,487
-44% -$516K 0.44% 20
2016
Q4
$1.01M Sell
23,627
-3,647
-13% -$156K 1% 3
2016
Q3
$1.04M Buy
+27,274
New +$1.04M 1.1% 2
2016
Q2
Sell
-600
Closed -$19K 293
2016
Q1
$19K Buy
+600
New +$19K 0.01% 252