Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-359
Closed -$25K 165
2018
Q3
$25K Sell
359
-1,115
-76% -$77.6K 0.04% 245
2018
Q2
$90K Sell
1,474
-1,989
-57% -$121K 0.14% 88
2018
Q1
$204K Buy
3,463
+3,301
+2,038% +$194K 0.14% 224
2017
Q4
$10K Buy
162
+134
+479% +$8.27K 0.01% 360
2017
Q3
$2K Buy
+28
New +$2K ﹤0.01% 479
2017
Q2
Sell
-7,400
Closed -$378K 357
2017
Q1
$378K Buy
+7,400
New +$378K 0.26% 108