Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,198
Closed -$149K 143
2018
Q3
$149K Sell
1,198
-1,223
-51% -$152K 0.05% 27
2018
Q2
$236K Buy
2,421
+57
+2% +$5.56K 0.09% 101
2018
Q1
$208K Sell
2,364
-626
-21% -$55.1K 0.09% 171
2017
Q4
$254K Buy
+2,990
New +$254K 0.1% 213