Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,801
Closed -$404K 209
2018
Q3
$404K Sell
2,801
-74
-3% -$10.7K 0.14% 131
2018
Q2
$430K Sell
2,875
-10
-0.3% -$1.5K 0.16% 124
2018
Q1
$437K Sell
2,885
-36
-1% -$5.45K 0.16% 119
2017
Q4
$401K Buy
+2,921
New +$401K 0.15% 129