Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,860
Closed -$187 889
2018
Q2
$187 Sell
4,860
-266
-5% -$10 0.02% 284
2018
Q1
$193K Sell
5,126
-1,266
-20% -$47.7K 0.03% 254
2017
Q4
$254K Sell
6,392
-1,098
-15% -$43.6K 0.04% 138
2017
Q3
$362K Buy
7,490
+937
+14% +$45.3K 0.08% 133
2017
Q2
$439K Buy
6,553
+1,455
+29% +$97.5K 0.1% 120
2017
Q1
$334K Buy
5,098
+629
+14% +$41.2K 0.08% 132
2016
Q4
$328K Buy
+4,469
New +$328K 0.09% 127