Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-9,780
Closed -$513K 422
2018
Q2
$513K Sell
9,780
-1,019
-9% -$53.5K 0.32% 104
2018
Q1
$524K Buy
10,799
+300
+3% +$14.6K 0.33% 77
2017
Q4
$558K Buy
+10,499
New +$558K 0.33% 77