Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,520
Closed -$101K 803
2018
Q4
$101K Sell
1,520
-700
-32% -$46.5K 0.02% 196
2018
Q3
$166K Sell
2,220
-786
-26% -$58.8K 0.03% 157
2018
Q2
$219K Sell
3,006
-750
-20% -$54.6K 0.05% 133
2018
Q1
$246K Sell
3,756
-3,797
-50% -$249K 0.05% 112
2017
Q4
$410K Buy
+7,553
New +$410K 0.09% 99