Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-14,854
Closed -$158K 203
2018
Q4
$158K Sell
14,854
-243
-2% -$2.59K 0.01% 293
2018
Q3
$196K Sell
15,097
-1,295
-8% -$16.8K 0.01% 321
2018
Q2
$235K Sell
16,392
-2,574
-14% -$36.9K 0.03% 105
2018
Q1
$321K Sell
18,966
-2,590
-12% -$43.8K 0.04% 103
2017
Q4
$398K Buy
+21,556
New +$398K 0.03% 191