Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,757
Closed -$267K 24
2018
Q3
$267K Buy
5,757
+72
+1% +$3.34K 0.9% 32
2018
Q2
$257K Sell
5,685
-128
-2% -$5.79K 0.83% 30
2018
Q1
$266K Buy
5,813
+974
+20% +$44.6K 0.13% 79
2017
Q4
$219K Buy
+4,839
New +$219K 0.12% 88