Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-7,765
Closed -$315K 374
2018
Q3
$315K Hold
7,765
﹤0.01% 355
2018
Q2
$314K Hold
7,765
﹤0.01% 355
2018
Q1
$334K Buy
7,765
+350
+5% +$15.1K 0.01% 355
2017
Q4
$356K Buy
+7,415
New +$356K 0.01% 350