Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-7,513
Closed -$202K 1015
2018
Q2
$202K Sell
7,513
-377
-5% -$10.1K 0.01% 970
2018
Q1
$204K Sell
7,890
-106
-1% -$2.74K 0.01% 964
2017
Q4
$220K Buy
+7,996
New +$220K 0.01% 929
2017
Q2
Sell
-8,194
Closed -$224K 860
2017
Q1
$224K Sell
8,194
-398
-5% -$10.9K 0.01% 859
2016
Q4
$212K Buy
+8,592
New +$212K 0.01% 647