Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,210
Closed -$40K 188
2018
Q3
$40K Hold
1,210
0.03% 210
2018
Q2
$44K Buy
+1,210
New +$44K 0.03% 163
2015
Q3
Sell
-23,237
Closed -$589K 136
2015
Q2
$589K Sell
23,237
-13,995
-38% -$355K 0.7% 52
2015
Q1
$904K Buy
37,232
+1,259
+3% +$30.6K 1.01% 37
2014
Q4
$850K Buy
+35,973
New +$850K 0.97% 35