Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-10,000
Closed -$151K 731
2018
Q2
$151K Sell
10,000
-500
-5% -$7.55K 0.36% 67
2018
Q1
$83K Buy
10,500
+2,000
+24% +$15.8K 0.22% 111
2017
Q4
$45K Buy
+8,500
New +$45K 0.11% 195
2014
Q3
Hold
0
-$91K 1166
2014
Q2
Hold
0
190