Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-143
Closed -$425K 492
2018
Q2
$425K Sell
143
-2
-1% -$5.94K 0.05% 334
2018
Q1
$406K Sell
145
-19
-12% -$53.2K 0.05% 352
2017
Q4
$575K Buy
+164
New +$575K 0.07% 183