Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,042
Closed -$221K 803
2018
Q2
$221K Sell
3,042
-440
-13% -$32K 0.02% 676
2018
Q1
$219K Sell
3,482
-102
-3% -$6.42K 0.01% 747
2017
Q4
$208K Buy
+3,584
New +$208K 0.01% 835
2017
Q2
Sell
-3,922
Closed -$214K 871
2017
Q1
$214K Buy
3,922
+309
+9% +$16.9K 0.01% 694
2016
Q4
$208K Buy
+3,613
New +$208K 0.02% 666