Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,039
Closed -$313K 254
2018
Q3
$313K Sell
2,039
-160
-7% -$24.6K 0.19% 139
2018
Q2
$289K Sell
2,199
-226
-9% -$29.7K 0.21% 138
2018
Q1
$244K Buy
2,425
+745
+44% +$75K 0.25% 129
2017
Q4
$192K Buy
+1,680
New +$192K 0.16% 87