Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-6,368
Closed -$295K 233
2018
Q1
$295K Buy
6,368
+550
+9% +$25.5K 0.24% 128
2017
Q4
$261K Buy
+5,818
New +$261K 0.15% 167