Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-4,039
Closed -$369K 473
2018
Q4
$369K Sell
4,039
-35
-0.9% -$3.2K 0.04% 340
2018
Q3
$505K Sell
4,074
-1,347
-25% -$167K 0.05% 273
2018
Q2
$541K Sell
5,421
-150
-3% -$15K 0.06% 200
2018
Q1
$493K Sell
5,571
-1,764
-24% -$156K 0.06% 201
2017
Q4
$586K Buy
+7,335
New +$586K 0.07% 176