Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,297
Closed -$235K 142
2018
Q3
$235K Sell
1,297
-1,130
-47% -$205K 0.06% 120
2018
Q2
$410K Sell
2,427
-3,750
-61% -$633K 0.09% 121
2018
Q1
$923K Sell
6,177
-15
-0.2% -$2.24K 0.19% 85
2017
Q4
$960K Buy
6,192
+15
+0.2% +$2.33K 0.21% 86
2017
Q3
$946K Buy
6,177
+1,585
+35% +$243K 0.21% 83
2017
Q2
$759K Buy
+4,592
New +$759K 0.16% 96