Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,473
Closed -$272K 209
2018
Q2
$272K Buy
3,473
+104
+3% +$8.15K 0.07% 237
2018
Q1
$269K Buy
3,369
+95
+3% +$7.59K 0.07% 228
2017
Q4
$259K Buy
3,274
+13
+0.4% +$1.03K 0.07% 236
2017
Q3
$250K Buy
+3,261
New +$250K 0.07% 232