Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-812
Closed -$125K 38
2018
Q3
$125K Sell
812
-718
-47% -$111K 0.04% 100
2018
Q2
$210K Sell
1,530
-37
-2% -$5.08K 0.08% 216
2018
Q1
$220K Sell
1,567
-262
-14% -$36.8K 0.09% 104
2017
Q4
$245K Buy
+1,829
New +$245K 0.1% 235