Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,399
Closed -$263K 1011
2018
Q1
$263K Sell
3,399
-207
-6% -$16K 0.01% 898
2017
Q4
$337K Buy
+3,606
New +$337K 0.01% 809
2017
Q2
Sell
-5,247
Closed -$373K 816
2017
Q1
$373K Buy
5,247
+1,519
+41% +$108K 0.02% 706
2016
Q4
$251K Buy
+3,728
New +$251K 0.01% 627