Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-9,009
Closed -$258K 413
2018
Q3
$258K Sell
9,009
-45
-0.5% -$1.29K 0.03% 429
2018
Q2
$275K Buy
9,054
+90
+1% +$2.73K 0.04% 404
2018
Q1
$258K Buy
8,964
+141
+2% +$4.06K 0.04% 417
2017
Q4
$226K Sell
8,823
-246
-3% -$6.3K 0.03% 450
2017
Q3
$234K Buy
9,069
+642
+8% +$16.6K 0.04% 436
2017
Q2
$201K Buy
+8,427
New +$201K 0.03% 450