Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,970
Closed -$20K 124
2017
Q4
$20K Buy
2,970
+181
+6% +$1.22K 0.01% 302
2017
Q3
$19K Hold
2,789
0.01% 300
2017
Q2
$15K Buy
2,789
+390
+16% +$2.1K 0.01% 332
2017
Q1
$13K Buy
2,399
+889
+59% +$4.82K 0.01% 347
2016
Q4
$7K Buy
1,510
+380
+34% +$1.76K ﹤0.01% 390
2016
Q3
$7K Hold
1,130
﹤0.01% 366
2016
Q2
$7K Buy
1,130
+60
+6% +$372 ﹤0.01% 360
2016
Q1
$6K Buy
+1,070
New +$6K ﹤0.01% 364