Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-691
Closed -$129K 37
2018
Q3
$129K Sell
691
-664
-49% -$124K 0.05% 69
2018
Q2
$236K Sell
1,355
-23
-2% -$4.01K 0.09% 92
2018
Q1
$216K Sell
1,378
-542
-28% -$85K 0.09% 129
2017
Q4
$283K Buy
+1,920
New +$283K 0.12% 85