Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,278
Closed -$297K 30
2018
Q3
$297K Buy
6,278
+425
+7% +$20.1K 0.19% 58
2018
Q2
$291K Sell
5,853
-614
-9% -$30.5K 0.16% 50
2018
Q1
$337K Sell
6,467
-3,250
-33% -$169K 0.16% 52
2017
Q4
$449K Buy
9,717
+1,667
+21% +$77K 0.16% 54
2017
Q3
$307K Buy
8,050
+713
+10% +$27.2K 0.09% 60
2017
Q2
$248K Buy
7,337
+416
+6% +$14.1K 0.06% 75
2017
Q1
$250K Buy
6,921
+682
+11% +$24.6K 0.06% 67
2016
Q4
$226K Buy
+6,239
New +$226K 0.05% 60