Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$443K Buy
9,744
+810
+9% +$36.8K ﹤0.01% 399
2018
Q2
$369K Sell
8,934
-2,217
-20% -$91.6K ﹤0.01% 409
2018
Q1
$492K Sell
11,151
-641
-5% -$28.3K 0.01% 380
2017
Q4
$559K Sell
11,792
-78
-0.7% -$3.7K 0.01% 336
2017
Q3
$572K Buy
11,870
+392
+3% +$18.9K 0.01% 300
2017
Q2
$505K Sell
11,478
-993
-8% -$43.7K 0.01% 267
2017
Q1
$559K Buy
12,471
+1,513
+14% +$67.8K 0.01% 207
2016
Q4
$467K Buy
10,958
+974
+10% +$41.5K 0.01% 209
2016
Q3
$391K Buy
9,984
+408
+4% +$16K 0.01% 226
2016
Q2
$331K Sell
9,576
-338
-3% -$11.7K 0.01% 240
2016
Q1
$361K Buy
+9,914
New +$361K 0.01% 210
2015
Q4
Sell
-3,461
Closed -$120K 830
2015
Q3
$120K Sell
3,461
-2,848
-45% -$98.7K ﹤0.01% 371
2015
Q2
$268K Buy
6,309
+1,045
+20% +$44.4K 0.01% 208
2015
Q1
$222K Sell
5,264
-327
-6% -$13.8K 0.01% 228
2014
Q4
$253K Buy
5,591
+4,296
+332% +$194K 0.01% 155
2014
Q3
$49K Sell
1,295
-714
-36% -$27K ﹤0.01% 411
2014
Q2
$90K Buy
2,009
+123
+7% +$5.51K 0.01% 250
2014
Q1
$85K Buy
+1,886
New +$85K 0.01% 161