Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,507
Closed -$114K 95
2018
Q3
$114K Sell
1,507
-1,625
-52% -$123K 0.04% 188
2018
Q2
$242K Buy
3,132
+320
+11% +$24.7K 0.09% 73
2018
Q1
$187K Sell
2,812
-446
-14% -$29.7K 0.08% 238
2017
Q4
$268K Buy
+3,258
New +$268K 0.11% 155