Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-7,273
Closed -$320K 966
2018
Q3
$320K Buy
7,273
+14
+0.2% +$616 0.01% 619
2018
Q2
$312K Sell
7,259
-94
-1% -$4.04K 0.01% 556
2018
Q1
$277K Sell
7,353
-111
-1% -$4.18K 0.01% 582
2017
Q4
$287K Sell
7,464
-112
-1% -$4.31K 0.01% 592
2017
Q3
$263K Sell
7,576
-130
-2% -$4.51K 0.01% 561
2017
Q2
$237K Sell
7,706
-129
-2% -$3.97K 0.01% 567
2017
Q1
$236K Sell
7,835
-140
-2% -$4.22K 0.01% 513
2016
Q4
$255K Buy
+7,975
New +$255K 0.01% 456