Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,966
Closed -$213K 755
2018
Q3
$213K Sell
3,966
-4
-0.1% -$215 ﹤0.01% 735
2018
Q2
$210K Buy
3,970
+27
+0.7% +$1.43K ﹤0.01% 688
2018
Q1
$206K Buy
3,943
+45
+1% +$2.35K ﹤0.01% 683
2017
Q4
$236K Buy
+3,898
New +$236K ﹤0.01% 687