Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-8,380
Closed -$1.24M 149
2018
Q1
$1.24M Sell
8,380
-70
-0.8% -$10.3K 0.55% 64
2017
Q4
$1.47M Sell
8,450
-555
-6% -$96.7K 0.62% 61
2017
Q3
$1.34M Buy
9,005
+65
+0.7% +$9.69K 0.61% 62
2017
Q2
$1.41M Buy
+8,940
New +$1.41M 0.69% 60