Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-480
Closed -$130K 26
2018
Q3
$130K Sell
480
-515
-52% -$139K 0.05% 60
2018
Q2
$243K Sell
995
-120
-11% -$29.3K 0.09% 67
2018
Q1
$241K Sell
1,115
-383
-26% -$82.8K 0.1% 33
2017
Q4
$263K Buy
+1,498
New +$263K 0.11% 177