Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,964
Closed -$399K 247
2017
Q4
$399K Sell
1,964
-964
-33% -$196K 0.42% 92
2017
Q3
$547K Sell
2,928
-1,520
-34% -$284K 0.49% 43
2017
Q2
$745K Buy
4,448
+4,247
+2,113% +$711K 0.54% 12
2017
Q1
$29K Buy
+201
New +$29K 0.02% 579
2016
Q3
Sell
-1,018
Closed -$130K 675
2016
Q2
$130K Buy
1,018
+930
+1,057% +$119K 0.14% 253
2016
Q1
$12K Sell
88
-146
-62% -$19.9K 0.01% 462
2015
Q4
$34K Buy
+234
New +$34K 0.03% 414