Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-7,657
Closed -$468K 923
2018
Q1
$468K Sell
7,657
-7,766
-50% -$475K 0.01% 604
2017
Q4
$981K Sell
15,423
-77,713
-83% -$4.94M 0.03% 457
2017
Q3
$5.22M Buy
93,136
+9,780
+12% +$548K 0.13% 191
2017
Q2
$4.82M Buy
+83,356
New +$4.82M 0.14% 198