Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,955
Closed -$283K 109
2018
Q3
$283K Sell
1,955
-270
-12% -$39.1K 0.25% 94
2018
Q2
$413K Hold
2,225
0.33% 71
2018
Q1
$414K Hold
2,225
0.25% 81
2017
Q4
$393K Hold
2,225
0.18% 90
2017
Q3
$385K Hold
2,225
0.18% 82
2017
Q2
$316K Buy
2,225
+400
+22% +$56.8K 0.16% 87
2017
Q1
$258K Buy
+1,825
New +$258K 0.14% 88