Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-11,435
Closed -$234K 393
2018
Q1
$234K Buy
11,435
+1,665
+17% +$34.1K 0.07% 328
2017
Q4
$229K Sell
9,770
-4,361
-31% -$102K 0.07% 344
2017
Q3
$293K Buy
14,131
+2,741
+24% +$56.8K 0.1% 295
2017
Q2
$268K Sell
11,390
-6,319
-36% -$149K 0.09% 306
2017
Q1
$411K Buy
17,709
+888
+5% +$20.6K 0.15% 210
2016
Q4
$420K Buy
16,821
+1,781
+12% +$44.5K 0.16% 202
2016
Q3
$415K Buy
15,040
+2,049
+16% +$56.5K 0.17% 200
2016
Q2
$388K Buy
+12,991
New +$388K 0.16% 206