Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2
Closed 114
2018
Q3
$0 Sell
2
-1,667
-100% ﹤0.01% 410
2018
Q2
$146K Sell
1,669
-683
-29% -$59.7K 0.22% 56
2018
Q1
$204K Sell
2,352
-2,511
-52% -$218K 0.14% 222
2017
Q4
$400K Buy
4,863
+4,688
+2,679% +$386K 0.28% 24
2017
Q3
$13K Sell
175
-3,290
-95% -$244K 0.01% 311
2017
Q2
$259K Sell
3,465
-1,581
-31% -$118K 0.24% 49
2017
Q1
$383K Buy
+5,046
New +$383K 0.26% 66
2016
Q3
Sell
-9,147
Closed -$621K 300
2016
Q2
$621K Sell
9,147
-673
-7% -$45.7K 0.42% 20
2016
Q1
$626K Buy
9,820
+4,852
+98% +$309K 0.38% 43
2015
Q4
$310K Buy
+4,968
New +$310K 0.25% 108