Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-142
Closed -$422K 122
2018
Q2
$422K Sell
142
-5
-3% -$14.9K 0.24% 86
2018
Q1
$412K Sell
147
-17
-10% -$47.6K 0.27% 79
2017
Q4
$575K Sell
164
-20
-11% -$70.1K 0.43% 67
2017
Q3
$525K Sell
184
-15
-8% -$42.8K 0.45% 66
2017
Q2
$480K Hold
199
0.43% 68
2017
Q1
$430K Sell
199
-388
-66% -$838K 0.39% 72
2016
Q4
$980K Sell
587
-197
-25% -$329K 1.02% 37
2016
Q3
$1.29M Buy
+784
New +$1.29M 1.28% 22