Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-538
Closed -$78K 53
2018
Q3
$78K Buy
538
+43
+9% +$6.23K 0.53% 72
2018
Q2
$66K Hold
495
0.61% 73
2018
Q1
$73K Hold
495
0.77% 66
2017
Q4
$73K Buy
495
+105
+27% +$15.5K 0.78% 70
2017
Q3
$54K Hold
390
0.64% 79
2017
Q2
$57K Hold
390
0.73% 79
2017
Q1
$65K Buy
+390
New +$65K 0.85% 67