Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,580
Closed -$146K 105
2018
Q3
$146K Sell
1,580
-1,538
-49% -$142K 0.05% 30
2018
Q2
$227K Sell
3,118
-348
-10% -$25.3K 0.08% 138
2018
Q1
$241K Sell
3,466
-2,184
-39% -$152K 0.1% 35
2017
Q4
$273K Buy
+5,650
New +$273K 0.11% 136