Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-291
Closed -$50K 467
2018
Q2
$50K Sell
291
-2,536
-90% -$436K 0.08% 152
2018
Q1
$456K Buy
2,827
+1,561
+123% +$252K 0.31% 36
2017
Q4
$187K Buy
1,266
+1,227
+3,146% +$181K 0.13% 145
2017
Q3
$5K Buy
+39
New +$5K ﹤0.01% 428
2017
Q1
Sell
-1,987
Closed -$187K 381
2016
Q4
$187K Buy
+1,987
New +$187K 0.19% 137
2016
Q3
Sell
-6,416
Closed -$601K 334
2016
Q2
$601K Buy
+6,416
New +$601K 0.41% 23