Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-30,270
Closed -$293K 140
2018
Q1
$293K Sell
30,270
-1,525
-5% -$14.7K 0.26% 92
2017
Q4
$286K Buy
+31,795
New +$286K 0.25% 94