Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-352
Closed -$124K 49
2018
Q3
$124K Sell
352
-445
-56% -$157K 0.04% 111
2018
Q2
$231K Buy
797
+157
+25% +$45.5K 0.09% 118
2018
Q1
$175K Sell
640
-203
-24% -$55.5K 0.07% 253
2017
Q4
$269K Buy
+843
New +$269K 0.11% 150
2015
Q3
Sell
-3,600
Closed -$1.45M 20
2015
Q2
$1.45M Hold
3,600
0.68% 31
2015
Q1
$1.52M Sell
3,600
-1,500
-29% -$633K 0.49% 38
2014
Q4
$1.73M Buy
+5,100
New +$1.73M 0.56% 32