Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-412
Closed -$138K 75
2018
Q2
$138K Sell
412
-569
-58% -$191K 0.08% 75
2018
Q1
$322K Sell
981
-521
-35% -$171K 0.16% 55
2017
Q4
$443K Buy
1,502
+271
+22% +$79.9K 0.16% 55
2017
Q3
$313K Sell
1,231
-514
-29% -$131K 0.09% 58
2017
Q2
$345K Buy
1,745
+72
+4% +$14.2K 0.08% 52
2017
Q1
$296K Buy
1,673
+146
+10% +$25.8K 0.07% 53
2016
Q4
$238K Buy
+1,527
New +$238K 0.05% 56