Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,104
Closed -$25K 191
2018
Q3
$25K Sell
1,104
-716
-39% -$16.2K 0.04% 251
2018
Q2
$38K Sell
1,820
-10,513
-85% -$220K 0.06% 201
2018
Q1
$253K Buy
12,333
+2,478
+25% +$50.8K 0.17% 115
2017
Q4
$188K Buy
9,855
+8,949
+988% +$171K 0.13% 130
2017
Q3
$16K Sell
906
-14,682
-94% -$259K 0.01% 282
2017
Q2
$248K Sell
15,588
-7,170
-32% -$114K 0.23% 141
2017
Q1
$376K Buy
22,758
+11,125
+96% +$184K 0.26% 129
2016
Q4
$188K Buy
11,633
+3,929
+51% +$63.5K 0.19% 79
2016
Q3
$126K Buy
+7,704
New +$126K 0.13% 159
2016
Q1
Sell
-22,090
Closed -$310K 323
2015
Q4
$310K Buy
+22,090
New +$310K 0.25% 113