Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,260
Closed -$24K 364
2017
Q4
$24K Hold
1,260
0.01% 279
2017
Q3
$23K Hold
1,260
0.01% 273
2017
Q2
$22K Hold
1,260
0.01% 276
2017
Q1
$19K Hold
1,260
0.01% 275
2016
Q4
$18K Buy
1,260
+170
+16% +$2.43K 0.01% 270
2016
Q3
$13K Buy
1,090
+20
+2% +$239 0.01% 310
2016
Q2
$11K Buy
1,070
+50
+5% +$514 0.01% 316
2016
Q1
$12K Buy
+1,020
New +$12K 0.01% 297