Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-540
Closed -$82K 140
2018
Q1
$82K Sell
540
-904
-63% -$137K 0.02% 154
2017
Q4
$192K Sell
1,444
-2,909
-67% -$387K 0.03% 132
2017
Q3
$608K Sell
4,353
-1,616
-27% -$226K 0.1% 78
2017
Q2
$743K Buy
+5,969
New +$743K 0.12% 71