Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$210K Sell
5,736
-225
-4% -$8.24K ﹤0.01% 495
2018
Q2
$223K Sell
5,961
-1,383
-19% -$51.7K ﹤0.01% 483
2018
Q1
$297K Buy
7,344
+239
+3% +$9.67K ﹤0.01% 440
2017
Q4
$312K Buy
7,105
+79
+1% +$3.47K ﹤0.01% 422
2017
Q3
$274K Sell
7,026
-589
-8% -$23K ﹤0.01% 435
2017
Q2
$291K Buy
7,615
+907
+14% +$34.7K ﹤0.01% 385
2017
Q1
$228K Buy
+6,708
New +$228K ﹤0.01% 395
2016
Q4
Sell
-6,425
Closed -$220K 395
2016
Q3
$220K Buy
+6,425
New +$220K 0.01% 350
2015
Q4
Sell
-5,830
Closed -$147K 734
2015
Q3
$147K Buy
5,830
+2,463
+73% +$62.1K 0.01% 338
2015
Q2
$79K Buy
3,367
+1,504
+81% +$35.3K ﹤0.01% 447
2015
Q1
$44K Buy
1,863
+139
+8% +$3.28K ﹤0.01% 482
2014
Q4
$38K Buy
1,724
+149
+9% +$3.28K ﹤0.01% 505
2014
Q3
$33K Buy
1,575
+1,045
+197% +$21.9K ﹤0.01% 474
2014
Q2
$10K Sell
530
-339
-39% -$6.4K ﹤0.01% 518
2014
Q1
$17K Buy
+869
New +$17K ﹤0.01% 458