Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-17,196
Closed -$1.36M 183
2018
Q1
$1.36M Buy
17,196
+5,056
+42% +$401K 0.14% 53
2017
Q4
$990K Buy
12,140
+9,062
+294% +$739K 0.14% 65
2017
Q3
$228K Sell
3,078
-559
-15% -$41.4K 0.05% 385
2017
Q2
$236K Buy
+3,637
New +$236K 0.06% 363