Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-229
Closed -$43K 299
2018
Q2
$43K Hold
229
0.04% 298
2018
Q1
$43K Sell
229
-50
-18% -$9.39K 0.04% 293
2017
Q4
$53K Buy
+279
New +$53K 0.05% 249