Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-12,985
Closed -$265K 1428
2018
Q2
$265K Buy
12,985
+3,015
+30% +$61.5K 0.01% 1110
2018
Q1
$204K Sell
9,970
-1,905
-16% -$39K 0.01% 1214
2017
Q4
$278K Sell
11,875
-472
-4% -$11.1K 0.01% 1088
2017
Q3
$256K Sell
12,347
-294
-2% -$6.1K 0.01% 1098
2017
Q2
$298K Buy
+12,641
New +$298K 0.01% 1033