Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-13,265
Closed -$285K 163
2018
Q3
$285K Hold
13,265
0.23% 116
2018
Q2
$305K Hold
13,265
0.19% 110
2018
Q1
$305K Sell
13,265
-39,951
-75% -$919K 0.17% 116
2017
Q4
$1.12M Sell
53,216
-9
-0% -$189 0.65% 37
2017
Q3
$1.05M Sell
53,225
-4,567
-8% -$90.4K 0.6% 39
2017
Q2
$1.1M Buy
+57,792
New +$1.1M 0.59% 42