Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-361
Closed -$25K 117
2018
Q3
$25K Sell
361
-246
-41% -$17K 0.04% 227
2018
Q2
$37K Sell
607
-6,073
-91% -$370K 0.06% 240
2018
Q1
$425K Buy
6,680
+5,570
+502% +$354K 0.29% 70
2017
Q4
$69K Buy
1,110
+882
+387% +$54.8K 0.05% 191
2017
Q3
$13K Buy
+228
New +$13K 0.01% 312