Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-17,112
Closed -$462K 134
2018
Q3
$462K Sell
17,112
-410
-2% -$11.1K 0.15% 86
2018
Q2
$421K Sell
17,522
-833
-5% -$20K 0.16% 82
2018
Q1
$528K Buy
18,355
+1,746
+11% +$50.2K 0.2% 69
2017
Q4
$484K Buy
+16,609
New +$484K 0.21% 70