Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,000
Closed -$86K 1056
2018
Q3
$86K Sell
1,000
-700
-41% -$60.2K 0.01% 433
2018
Q2
$124K Buy
1,700
+200
+13% +$14.6K 0.01% 388
2018
Q1
$94K Sell
1,500
-93
-6% -$5.83K 0.01% 400
2017
Q4
$92K Sell
1,593
-500
-24% -$28.9K 0.01% 408
2017
Q3
$114K Hold
2,093
0.01% 387
2017
Q2
$103K Hold
2,093
0.01% 405
2017
Q1
$114K Hold
2,093
0.01% 378
2016
Q4
$121K Hold
2,093
0.01% 367
2016
Q3
$121K Hold
2,093
0.02% 325
2016
Q2
$101K Hold
2,093
0.01% 317
2016
Q1
$77K Hold
2,093
0.01% 342
2015
Q4
$86K Hold
2,093
0.01% 333
2015
Q3
$104K Hold
2,093
0.02% 301
2015
Q2
$143K Hold
2,093
0.02% 271
2015
Q1
$138K Hold
2,093
0.02% 278
2014
Q4
$133K Hold
2,093
0.02% 276
2014
Q3
$151K Hold
2,093
0.02% 256
2014
Q2
$186K Hold
2,093
0.03% 224
2014
Q1
$169K Hold
2,093
0.03% 234
2013
Q4
$148K Hold
2,093
0.02% 250
2013
Q3
$160K Hold
2,093
0.03% 233
2013
Q2
$109K Buy
+2,093
New +$109K 0.02% 260