Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,481
Closed -$272K 248
2018
Q2
$272K Sell
1,481
-111
-7% -$20.4K 0.04% 199
2018
Q1
$269K Sell
1,592
-578
-27% -$97.7K 0.03% 228
2017
Q4
$391K Buy
2,170
+641
+42% +$115K 0.05% 187
2017
Q3
$243K Buy
+1,529
New +$243K 0.03% 242