Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,883
Closed -$127K 154
2018
Q3
$127K Sell
1,883
-2,005
-52% -$135K 0.04% 91
2018
Q2
$225K Sell
3,888
-51
-1% -$2.95K 0.08% 150
2018
Q1
$205K Sell
3,939
-1,053
-21% -$54.8K 0.09% 187
2017
Q4
$268K Buy
+4,992
New +$268K 0.11% 158