Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,104
Closed -$200K 960
2018
Q3
$200K Hold
1,104
0.01% 699
2018
Q2
$186K Hold
1,104
0.01% 669
2018
Q1
$165K Hold
1,104
0.01% 693
2017
Q4
$171K Hold
1,104
0.01% 692
2017
Q3
$169K Hold
1,104
0.01% 639
2017
Q2
$183K Hold
1,104
0.01% 596
2017
Q1
$192K Hold
1,104
0.01% 507
2016
Q4
$188K Buy
+1,104
New +$188K 0.01% 483