Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-17,447
Closed -$721K 440
2018
Q2
$721K Sell
17,447
-1,120
-6% -$46.3K 0.09% 226
2018
Q1
$798K Sell
18,567
-8,214
-31% -$353K 0.1% 242
2017
Q4
$1.27M Buy
+26,781
New +$1.27M 0.16% 132