Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,878
Closed -$303K 93
2017
Q4
$303K Buy
7,878
+805
+11% +$31K 0.09% 137
2017
Q3
$245K Sell
7,073
-291
-4% -$10.1K 0.08% 144
2017
Q2
$226K Buy
+7,364
New +$226K 0.07% 145
2014
Q4
Sell
-6,076
Closed -$218K 156
2014
Q3
$218K Buy
+6,076
New +$218K 0.1% 151