Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-756
Closed -$25K 124
2018
Q3
$25K Buy
+756
New +$25K 0.04% 230
2018
Q1
Sell
-211
Closed -$8K 432
2017
Q4
$8K Sell
211
-207
-50% -$7.85K 0.01% 380
2017
Q3
$16K Buy
+418
New +$16K 0.01% 279
2016
Q3
Sell
-24,064
Closed -$563K 302
2016
Q2
$563K Buy
24,064
+5,064
+27% +$118K 0.38% 122
2016
Q1
$453K Buy
+19,000
New +$453K 0.28% 165