Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,797
Closed -$259K 714
2018
Q3
$259K Sell
1,797
-876
-33% -$126K ﹤0.01% 633
2018
Q2
$403K Hold
2,673
0.01% 537
2018
Q1
$405K Sell
2,673
-312
-10% -$47.3K 0.01% 554
2017
Q4
$410K Sell
2,985
-2
-0.1% -$275 0.01% 550
2017
Q3
$376K Buy
2,987
+171
+6% +$21.5K 0.01% 547
2017
Q2
$322K Buy
2,816
+881
+46% +$101K 0.01% 537
2017
Q1
$200K Buy
+1,935
New +$200K ﹤0.01% 631