Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-12,448
Closed -$541K 666
2018
Q3
$541K Sell
12,448
-1,952
-14% -$84.8K 0.19% 192
2018
Q2
$473K Hold
14,400
0.11% 340
2018
Q1
$517K Buy
14,400
+1,600
+13% +$57.4K 0.11% 329
2017
Q4
$520K Buy
+12,800
New +$520K 0.1% 355