Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-6,027
Closed -$449K 848
2018
Q1
$449K Buy
6,027
+2,223
+58% +$166K 0.05% 443
2017
Q4
$301K Sell
3,804
-582
-13% -$46.1K 0.04% 448
2017
Q3
$287K Sell
4,386
-2,006
-31% -$131K 0.07% 310
2017
Q2
$345K Sell
6,392
-686
-10% -$37K 0.09% 234
2017
Q1
$434K Buy
+7,078
New +$434K 0.37% 52