Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-34,339
Closed -$282K 55
2018
Q1
$282K Sell
34,339
-36,892
-52% -$303K 0.15% 55
2017
Q4
$570K Hold
71,231
0.28% 61
2017
Q3
$730K Hold
71,231
0.43% 58
2017
Q2
$944K Hold
71,231
0.53% 55
2017
Q1
$1.02M Buy
71,231
+7,926
+13% +$114K 0.59% 57
2016
Q4
$715K Buy
+63,305
New +$715K 0.43% 79