Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,052
Closed -$223K 159
2018
Q1
$223K Buy
2,052
+30
+1% +$3.26K 0.08% 152
2017
Q4
$212K Sell
2,022
-1,290
-39% -$135K 0.08% 159
2017
Q3
$351K Sell
3,312
-37
-1% -$3.92K 0.14% 121
2017
Q2
$306K Buy
3,349
+49
+1% +$4.48K 0.11% 129
2017
Q1
$313K Buy
+3,300
New +$313K 0.1% 85