Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-971
Closed -$221K 93
2018
Q2
$221K Sell
971
-76
-7% -$17.3K 0.08% 85
2018
Q1
$251K Sell
1,047
-49
-4% -$11.7K 0.09% 80
2017
Q4
$274K Sell
1,096
-30
-3% -$7.5K 0.1% 76
2017
Q3
$254K Buy
1,126
+2
+0.2% +$451 0.1% 79
2017
Q2
$244K Buy
1,124
+23
+2% +$4.99K 0.1% 76
2017
Q1
$215K Buy
+1,101
New +$215K 0.09% 84