Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,222
Closed -$39K 397
2018
Q3
$39K Buy
+1,222
New +$39K ﹤0.01% 388
2018
Q1
Sell
-3,718
Closed -$132K 406
2017
Q4
$132K Sell
3,718
-1,912
-34% -$67.9K 0.02% 337
2017
Q3
$256K Sell
5,630
-3,963
-41% -$180K 0.04% 322
2017
Q2
$541K Sell
9,593
-2,113
-18% -$119K 0.08% 212
2017
Q1
$546K Buy
11,706
+309
+3% +$14.4K 0.08% 214
2016
Q4
$515K Buy
11,397
+3,865
+51% +$175K 0.08% 213
2016
Q3
$269K Buy
7,532
+4,125
+121% +$147K 0.04% 296
2016
Q2
$113K Buy
+3,407
New +$113K 0.02% 310