Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,453
Closed -$256K 138
2018
Q3
$256K Sell
1,453
-226
-13% -$39.8K 0.14% 118
2018
Q2
$276K Buy
1,679
+275
+20% +$45.2K 0.18% 116
2018
Q1
$258K Buy
1,404
+191
+16% +$35.1K 0.16% 115
2017
Q4
$239K Sell
1,213
-3
-0.2% -$591 0.15% 117
2017
Q3
$213K Buy
+1,216
New +$213K 0.14% 113
2016
Q1
Sell
-798
Closed -$100K 209
2015
Q4
$100K Buy
+798
New +$100K 0.06% 141