Kaizen Advisory’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-14,711	Closed	-$1.12M	–	615
2018 Q2	$1.12M	Buy	14,711 +11,047	+302%	+$842K	0.57%	56
2018 Q1	$265K	Buy	+3,664	New	+$265K	0.26%	74