Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,508
Closed -$137K 231
2018
Q4
$137K Hold
2,508
0.1% 176
2018
Q3
$184K Hold
2,508
0.15% 149
2018
Q2
$192K Sell
2,508
-3,447
-58% -$264K 0.15% 159
2018
Q1
$474K Buy
5,955
+2,584
+77% +$206K 0.45% 77
2017
Q4
$305K Buy
+3,371
New +$305K 0.3% 102