Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,994
Closed -$344K 277
2018
Q2
$344K Sell
3,994
-190
-5% -$16.4K 0.09% 208
2018
Q1
$317K Sell
4,184
-197
-4% -$14.9K 0.09% 208
2017
Q4
$323K Buy
4,381
+826
+23% +$60.9K 0.08% 209
2017
Q3
$228K Buy
+3,555
New +$228K 0.06% 243