Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,230
Closed -$277K 157
2018
Q3
$277K Sell
1,230
-140
-10% -$31.5K 0.04% 138
2018
Q2
$316K Sell
1,370
-4,095
-75% -$945K 0.04% 126
2018
Q1
$751K Sell
5,465
-1,585
-22% -$218K 0.1% 109
2017
Q4
$1.05M Buy
+7,050
New +$1.05M 0.14% 102
2013
Q4
Sell
-4,898
Closed -$1.95M 232
2013
Q3
$1.95M Buy
4,898
+1,040
+27% +$413K 0.22% 104
2013
Q2
$1.46M Buy
+3,858
New +$1.46M 0.18% 110