Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,137
Closed -$156K 469
2018
Q3
$156K Sell
2,137
-11
-0.5% -$803 0.12% 151
2018
Q2
$191K Sell
2,148
-26
-1% -$2.31K 0.15% 133
2018
Q1
$260K Sell
2,174
-22
-1% -$2.63K 0.23% 85
2017
Q4
$227K Buy
+2,196
New +$227K 0.18% 94