Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,744
Closed -$234K 253
2018
Q3
$234K Buy
6,744
+136
+2% +$4.72K 0.07% 213
2018
Q2
$226K Sell
6,608
-493
-7% -$16.9K 0.07% 201
2018
Q1
$231K Sell
7,101
-2,394
-25% -$77.9K 0.08% 184
2017
Q4
$354K Sell
9,495
-1,116
-11% -$41.6K 0.11% 141
2017
Q3
$376K Sell
10,611
-1,235
-10% -$43.8K 0.14% 115
2017
Q2
$395K Sell
11,846
-171
-1% -$5.7K 0.17% 101
2017
Q1
$447K Sell
12,017
-28
-0.2% -$1.04K 0.21% 84
2016
Q4
$429K Buy
+12,045
New +$429K 0.25% 70