Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,154
Closed -$104K 741
2018
Q2
$104K Buy
5,154
+979
+23% +$19.8K 0.25% 96
2018
Q1
$65K Sell
4,175
-1,725
-29% -$26.9K 0.17% 129
2017
Q4
$73K Buy
5,900
+1,275
+28% +$15.8K 0.17% 133
2017
Q3
$56K Buy
+4,625
New +$56K 0.1% 208
2014
Q3
Sell
-500
Closed -$4K 1179
2014
Q2
$4K Buy
+500
New +$4K 0.01% 638