Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,996
Closed -$488K 288
2018
Q2
$488K Buy
4,996
+1,700
+52% +$166K 0.41% 55
2018
Q1
$284K Buy
+3,296
New +$284K 0.19% 157
2017
Q4
Sell
-12,558
Closed -$761K 550
2017
Q3
$761K Buy
12,558
+2,526
+25% +$153K 0.69% 12
2017
Q2
$449K Buy
+10,032
New +$449K 0.33% 86