Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$69K Sell
693
-17
-2% -$1.69K 0.04% 124
2018
Q3
$87K Sell
710
-4
-0.6% -$490 0.04% 112
2018
Q2
$83K Sell
714
-96
-12% -$11.2K 0.04% 106
2018
Q1
$85K Sell
810
-87
-10% -$9.13K 0.04% 114
2017
Q4
$101K Hold
897
0.05% 103
2017
Q3
$98K Hold
897
0.05% 99
2017
Q2
$94K Buy
897
+89
+11% +$9.33K 0.05% 98
2017
Q1
$79K Hold
808
0.04% 111
2016
Q4
$70K Hold
808
0.04% 120
2016
Q3
$74K Hold
808
0.04% 109
2016
Q2
$61K Sell
808
-300
-27% -$22.6K 0.04% 133
2016
Q1
$89K Hold
1,108
0.06% 96
2015
Q4
$88K Hold
1,108
0.05% 98
2015
Q3
$72K Buy
1,108
+6
+0.5% +$390 0.04% 109
2015
Q2
$77K Buy
1,102
+370
+51% +$25.9K 0.05% 118
2015
Q1
$53K Buy
732
+22
+3% +$1.59K 0.03% 150
2014
Q4
$49K Sell
710
-12
-2% -$828 0.04% 153
2014
Q3
$52K Buy
722
+79
+12% +$5.69K 0.06% 156
2014
Q2
$50K Sell
643
-282
-30% -$21.9K 0.05% 164
2014
Q1
$75K Hold
925
0.08% 120
2013
Q4
$81K Sell
925
-10
-1% -$876 0.09% 108
2013
Q3
$69K Hold
935
0.09% 116
2013
Q2
$68K Buy
+935
New +$68K 0.09% 113