Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,566
Closed -$119K 99
2018
Q3
$119K Sell
2,566
-2,373
-48% -$110K 0.04% 146
2018
Q2
$223K Buy
4,939
+180
+4% +$8.13K 0.08% 157
2018
Q1
$218K Sell
4,759
-1,217
-20% -$55.7K 0.09% 117
2017
Q4
$270K Buy
+5,976
New +$270K 0.11% 147