Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-254
Closed -$25K 319
2018
Q3
$25K Sell
254
-897
-78% -$88.3K 0.04% 289
2018
Q2
$98K Sell
1,151
-4,290
-79% -$365K 0.15% 82
2018
Q1
$453K Buy
5,441
+1,088
+25% +$90.6K 0.31% 41
2017
Q4
$371K Buy
4,353
+585
+16% +$49.9K 0.26% 42
2017
Q3
$303K Buy
3,768
+282
+8% +$22.7K 0.19% 32
2017
Q2
$254K Sell
3,486
-1,914
-35% -$139K 0.24% 104
2017
Q1
$390K Buy
+5,400
New +$390K 0.27% 42
2016
Q4
Sell
-2,070
Closed -$123K 355
2016
Q3
$123K Buy
+2,070
New +$123K 0.13% 185