Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,852
Closed -$282K 203
2018
Q3
$282K Buy
3,852
+81
+2% +$5.93K 0.09% 163
2018
Q2
$300K Hold
3,771
0.08% 159
2018
Q1
$300K Buy
3,771
+73
+2% +$5.81K 0.1% 149
2017
Q4
$335K Hold
3,698
0.11% 138
2017
Q3
$343K Hold
3,698
0.13% 130
2017
Q2
$390K Buy
3,698
+1,253
+51% +$132K 0.14% 115
2017
Q1
$267K Buy
2,445
+152
+7% +$16.6K 0.1% 150
2016
Q4
$254K Buy
+2,293
New +$254K 0.09% 140