Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-6,111
Closed -$272K 108
2018
Q1
$272K Sell
6,111
-893
-13% -$39.7K 0.18% 86
2017
Q4
$330K Sell
7,004
-1,642
-19% -$77.4K 0.21% 81
2017
Q3
$390K Hold
8,646
0.27% 76
2017
Q2
$366K Sell
8,646
-99
-1% -$4.19K 0.27% 74
2017
Q1
$322K Buy
+8,745
New +$322K 0.22% 79