Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,912
Closed -$104K 159
2018
Q3
$104K Sell
2,912
-3,542
-55% -$127K 0.04% 233
2018
Q2
$259K Sell
6,454
-1,092
-14% -$43.8K 0.1% 36
2018
Q1
$253K Sell
7,546
-1,179
-14% -$39.5K 0.11% 19
2017
Q4
$269K Buy
+8,725
New +$269K 0.11% 152