Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-11,646
Closed -$247K 281
2018
Q3
$247K Buy
11,646
+70
+0.6% +$1.49K 0.08% 219
2018
Q2
$216K Sell
11,576
-439
-4% -$8.19K 0.08% 211
2018
Q1
$197K Sell
12,015
-11,923
-50% -$195K 0.08% 223
2017
Q4
$399K Buy
+23,938
New +$399K 0.16% 127
2014
Q1
Sell
-7,922
Closed -$252K 232
2013
Q4
$252K Sell
7,922
-79
-1% -$2.51K 0.12% 151
2013
Q3
$251K Buy
8,001
+500
+7% +$15.7K 0.11% 167
2013
Q2
$265K Buy
+7,501
New +$265K 0.13% 156