Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-11,204
Closed -$284K 53
2018
Q3
$284K Buy
11,204
+2,750
+33% +$69.7K 0.18% 60
2018
Q2
$205K Sell
8,454
-426
-5% -$10.3K 0.11% 70
2018
Q1
$239K Sell
8,880
-4,073
-31% -$110K 0.12% 71
2017
Q4
$380K Buy
12,953
+2,740
+27% +$80.4K 0.14% 66
2017
Q3
$302K Buy
10,213
+802
+9% +$23.7K 0.09% 62
2017
Q2
$268K Buy
+9,411
New +$268K 0.07% 68