Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,454
Closed -$239K 327
2018
Q3
$239K Sell
4,454
-10
-0.2% -$537 0.01% 297
2018
Q2
$236K Hold
4,464
0.01% 301
2018
Q1
$233K Sell
4,464
-11
-0.2% -$574 0.01% 308
2017
Q4
$271K Hold
4,475
0.02% 285
2017
Q3
$262K Sell
4,475
-12
-0.3% -$703 0.02% 277
2017
Q2
$250K Hold
4,487
0.01% 282
2017
Q1
$247K Hold
4,487
0.01% 292
2016
Q4
$230K Hold
4,487
0.01% 294
2016
Q3
$223K Buy
+4,487
New +$223K 0.01% 302