Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,564
Closed -$317K 123
2018
Q3
$317K Buy
1,564
+90
+6% +$18.2K 0.06% 81
2018
Q2
$270K Buy
1,474
+15
+1% +$2.75K 0.07% 85
2018
Q1
$246K Hold
1,459
0.07% 85
2017
Q4
$263K Buy
1,459
+196
+16% +$35.3K 0.07% 78
2017
Q3
$200K Buy
+1,263
New +$200K 0.06% 96