Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,861
Closed -$131K 46
2018
Q2
$131K Buy
11,861
+26
+0.2% +$287 0.09% 42
2018
Q1
$131K Buy
11,835
+29
+0.2% +$321 0.09% 44
2017
Q4
$147K Buy
11,806
+1,023
+9% +$12.7K 0.11% 38
2017
Q3
$129K Sell
10,783
-1,023
-9% -$12.2K 0.1% 36
2017
Q2
$132K Buy
11,806
+26
+0.2% +$291 0.1% 39
2017
Q1
$137K Buy
11,780
+22
+0.2% +$256 0.11% 38
2016
Q4
$143K Buy
11,758
+877
+8% +$10.7K 0.11% 42
2016
Q3
$131K Buy
+10,881
New +$131K 0.11% 38