Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,804
Closed -$60K 209
2018
Q2
$60K Hold
2,804
0.02% 193
2018
Q1
$60K Sell
2,804
-4,994
-64% -$107K 0.02% 185
2017
Q4
$276K Sell
7,798
-700
-8% -$24.8K 0.09% 152
2017
Q3
$386K Buy
8,498
+2,804
+49% +$127K 0.15% 125
2017
Q2
$321K Buy
+5,694
New +$321K 0.12% 128