Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,024
Closed -$217K 612
2018
Q2
$217K Sell
5,024
-100
-2% -$4.32K 0.01% 517
2018
Q1
$207K Sell
5,124
-2,598
-34% -$105K 0.01% 521
2017
Q4
$298K Sell
7,722
-906
-11% -$35K 0.02% 432
2017
Q3
$282K Buy
8,628
+228
+3% +$7.45K 0.02% 417
2017
Q2
$239K Sell
8,400
-244
-3% -$6.94K 0.02% 432
2017
Q1
$276K Hold
8,644
0.02% 398
2016
Q4
$254K Buy
+8,644
New +$254K 0.02% 395