Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-5,921
Closed -$387K 346
2018
Q1
$387K Sell
5,921
-1,747
-23% -$114K 0.04% 523
2017
Q4
$495K Sell
7,668
-3,370
-31% -$218K 0.07% 237
2017
Q3
$654K Buy
+11,038
New +$654K 0.16% 108