Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-69,700
Closed -$216K 280
2018
Q3
$216K Sell
69,700
-5,000
-7% -$15.5K 0.07% 241
2018
Q2
$284K Hold
74,700
0.11% 177
2018
Q1
$400K Buy
74,700
+27,300
+58% +$146K 0.16% 140
2017
Q4
$147K Buy
47,400
+21,800
+85% +$67.6K 0.06% 226
2017
Q3
$188K Sell
25,600
-700
-3% -$5.14K 0.07% 230
2017
Q2
$239K Buy
+26,300
New +$239K 0.09% 214