Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-5,572
Closed -$353K 141
2018
Q1
$353K Buy
5,572
+168
+3% +$10.6K 0.04% 567
2017
Q4
$275K Buy
+5,404
New +$275K 0.04% 486