Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-40,603
Closed -$224K 1016
2018
Q3
$224K Sell
40,603
-1,098
-3% -$6.06K 0.01% 823
2018
Q2
$206K Sell
41,701
-1,069
-2% -$5.28K 0.01% 779
2018
Q1
$235K Hold
42,770
0.01% 741
2017
Q4
$219K Hold
42,770
0.01% 764
2017
Q3
$201K Sell
42,770
-1,188
-3% -$5.58K 0.01% 739
2017
Q2
$178K Sell
43,958
-1,256
-3% -$5.09K 0.01% 730
2017
Q1
$178K Hold
45,214
0.01% 611
2016
Q4
$192K Buy
+45,214
New +$192K 0.01% 577