Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-10,535
Closed -$225K 844
2018
Q2
$225K Hold
10,535
﹤0.01% 719
2018
Q1
$219K Buy
10,535
+119
+1% +$2.47K ﹤0.01% 719
2017
Q4
$240K Buy
10,416
+109
+1% +$2.51K ﹤0.01% 697
2017
Q3
$220K Buy
10,307
+103
+1% +$2.2K ﹤0.01% 702
2017
Q2
$211K Hold
10,204
﹤0.01% 714
2017
Q1
$189K Hold
10,204
﹤0.01% 718
2016
Q4
$171K Hold
10,204
﹤0.01% 709
2016
Q3
$182K Hold
10,204
﹤0.01% 701
2016
Q2
$178K Hold
10,204
﹤0.01% 680
2016
Q1
$179K Hold
10,204
﹤0.01% 668
2015
Q4
$172K Hold
10,204
﹤0.01% 696
2015
Q3
$168K Buy
+10,204
New +$168K ﹤0.01% 678