Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,984
Closed -$200K 213
2018
Q2
$200K Sell
11,984
-72
-0.6% -$1.2K 0.12% 176
2018
Q1
$206K Buy
12,056
+1,225
+11% +$20.9K 0.11% 199
2017
Q4
$188K Hold
10,831
0.11% 179
2017
Q3
$178K Hold
10,831
0.1% 175
2017
Q2
$173K Buy
+10,831
New +$173K 0.09% 204