Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,312
Closed -$133K 57
2018
Q3
$133K Buy
1,312
+165
+14% +$16.7K 0.9% 51
2018
Q2
$118K Hold
1,147
1.09% 50
2018
Q1
$125K Hold
1,147
1.33% 30
2017
Q4
$121K Buy
1,147
+120
+12% +$12.7K 1.29% 32
2017
Q3
$109K Buy
+1,027
New +$109K 1.3% 26