Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-13,507
Closed -$390K 252
2018
Q1
$390K Buy
13,507
+1,766
+15% +$51K 0.04% 515
2017
Q4
$379K Buy
11,741
+2,802
+31% +$90.4K 0.06% 348
2017
Q3
$280K Buy
+8,939
New +$280K 0.07% 322