Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-4,593
Closed -$275K 79
2018
Q1
$275K Sell
4,593
-235
-5% -$14.1K 0.08% 59
2017
Q4
$293K Sell
4,828
-27
-0.6% -$1.64K 0.08% 76
2017
Q3
$262K Buy
4,855
+349
+8% +$18.8K 0.08% 61
2017
Q2
$227K Sell
4,506
-399
-8% -$20.1K 0.07% 84
2017
Q1
$256K Buy
+4,905
New +$256K 0.08% 65