Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$242K Sell
4,349
-19
-0.4% -$1.06K 0.14% 54
2018
Q3
$266K Buy
4,368
+59
+1% +$3.59K 0.13% 58
2018
Q2
$262K Hold
4,309
0.13% 54
2018
Q1
$279K Buy
4,309
+242
+6% +$15.7K 0.15% 52
2017
Q4
$291K Hold
4,067
0.14% 55
2017
Q3
$300K Hold
4,067
0.15% 52
2017
Q2
$274K Hold
4,067
0.14% 53
2017
Q1
$245K Hold
4,067
0.13% 59
2016
Q4
$235K Buy
4,067
+111
+3% +$6.41K 0.14% 59
2016
Q3
$195K Hold
3,956
0.12% 65
2016
Q2
$186K Hold
3,956
0.11% 64
2016
Q1
$197K Buy
3,956
+92
+2% +$4.58K 0.13% 58
2015
Q4
$175K Hold
3,864
0.11% 69
2015
Q3
$180K Hold
3,864
0.11% 65
2015
Q2
$219K Hold
3,864
0.13% 62
2015
Q1
$184K Buy
3,864
+431
+13% +$20.5K 0.11% 69
2014
Q4
$155K Hold
3,433
0.13% 67
2014
Q3
$156K Hold
3,433
0.17% 70
2014
Q2
$193K Hold
3,433
0.21% 62
2014
Q1
$189K Buy
3,433
+981
+40% +$54K 0.21% 56
2013
Q4
$145K Sell
2,452
-248
-9% -$14.7K 0.17% 64
2013
Q3
$163K Hold
2,700
0.21% 58
2013
Q2
$136K Buy
+2,700
New +$136K 0.18% 60