Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$75K Sell
476
-18
-4% -$2.84K 0.04% 114
2018
Q3
$113K Buy
494
+7
+1% +$1.6K 0.05% 94
2018
Q2
$118K Sell
487
-65
-12% -$15.7K 0.06% 86
2018
Q1
$123K Hold
552
0.06% 85
2017
Q4
$129K Hold
552
0.06% 87
2017
Q3
$137K Sell
552
-15
-3% -$3.72K 0.07% 84
2017
Q2
$101K Sell
567
-16
-3% -$2.85K 0.05% 93
2017
Q1
$101K Hold
583
0.05% 89
2016
Q4
$96K Buy
583
+1
+0.2% +$165 0.06% 94
2016
Q3
$106K Sell
582
-195
-25% -$35.5K 0.06% 90
2016
Q2
$128K Buy
777
+84
+12% +$13.8K 0.08% 83
2016
Q1
$132K Sell
693
-201
-22% -$38.3K 0.08% 77
2015
Q4
$169K Buy
894
+295
+49% +$55.8K 0.1% 71
2015
Q3
$82K Sell
599
-14
-2% -$1.92K 0.05% 99
2015
Q2
$122K Buy
613
+95
+18% +$18.9K 0.07% 81
2015
Q1
$108K Sell
518
-96
-16% -$20K 0.07% 88
2014
Q4
$140K Buy
614
+34
+6% +$7.75K 0.12% 71
2014
Q3
$127K Sell
580
-30
-5% -$6.57K 0.14% 82
2014
Q2
$114K Sell
610
-3
-0.5% -$561 0.12% 96
2014
Q1
$93K Sell
613
-163
-21% -$24.7K 0.11% 108
2013
Q4
$138K Buy
776
+98
+14% +$17.4K 0.16% 67
2013
Q3
$105K Hold
678
0.13% 86
2013
Q2
$64K Buy
+678
New +$64K 0.09% 117