Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-27,314
Closed -$232K 173
2018
Q3
$232K Sell
27,314
-900
-3% -$7.64K 0.07% 155
2018
Q2
$370K Sell
28,214
-15,800
-36% -$207K 0.1% 196
2018
Q1
$699K Buy
44,014
+24,451
+125% +$388K 0.19% 119
2017
Q4
$286K Buy
+19,563
New +$286K 0.07% 221