Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,767
Closed -$120K 25
2018
Q3
$120K Sell
4,767
-4,662
-49% -$117K 0.04% 136
2018
Q2
$209K Buy
9,429
+249
+3% +$5.52K 0.08% 219
2018
Q1
$239K Sell
9,180
-2,066
-18% -$53.8K 0.1% 40
2017
Q4
$275K Buy
+11,246
New +$275K 0.11% 124