Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,438
Closed -$127K 81
2018
Q3
$127K Sell
1,438
-876
-38% -$77.4K 0.04% 89
2018
Q2
$169K Sell
2,314
-282
-11% -$20.6K 0.06% 251
2018
Q1
$206K Sell
2,596
-807
-24% -$64K 0.09% 179
2017
Q4
$278K Buy
+3,403
New +$278K 0.11% 112