Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,547
Closed -$113K 28
2018
Q3
$113K Sell
1,547
-1,556
-50% -$114K 0.04% 196
2018
Q2
$227K Sell
3,103
-223
-7% -$16.3K 0.08% 134
2018
Q1
$236K Sell
3,326
-1,696
-34% -$120K 0.1% 44
2017
Q4
$327K Buy
+5,022
New +$327K 0.13% 25