Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,881
Closed -$211K 402
2017
Q4
$211K Sell
3,881
-362
-9% -$19.7K 0.03% 368
2017
Q3
$220K Sell
4,243
-82
-2% -$4.25K 0.02% 343
2017
Q2
$221K Buy
+4,325
New +$221K 0.02% 327
2016
Q3
Sell
-3,621
Closed -$155K 710
2016
Q2
$155K Hold
3,621
0.02% 409
2016
Q1
$173K Buy
+3,621
New +$173K 0.04% 382