Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,496
Closed -$439K 185
2018
Q2
$439K Sell
4,496
-768
-15% -$75K 0.12% 146
2018
Q1
$499K Sell
5,264
-354
-6% -$33.6K 0.14% 151
2017
Q4
$544K Buy
5,618
+292
+5% +$28.3K 0.14% 144
2017
Q3
$473K Buy
+5,326
New +$473K 0.13% 156