Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,072
Closed -$217K 1956
2018
Q3
$217K Sell
1,072
-19
-2% -$3.85K 0.04% 138
2018
Q2
$200K Sell
1,091
-200
-15% -$36.7K 0.04% 142
2018
Q1
$218K Sell
1,291
-229
-15% -$38.7K 0.05% 122
2017
Q4
$274K Buy
+1,520
New +$274K 0.06% 131