Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-9,587
Closed -$196K 208
2018
Q3
$196K Hold
9,587
0.15% 126
2018
Q2
$195K Sell
9,587
-76
-0.8% -$1.55K 0.16% 130
2018
Q1
$190K Sell
9,663
-12
-0.1% -$236 0.17% 120
2017
Q4
$201K Buy
+9,675
New +$201K 0.16% 109