Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-7,821
Closed -$271K 315
2018
Q2
$271K Buy
7,821
+23
+0.3% +$797 0.03% 247
2018
Q1
$275K Hold
7,798
0.03% 217
2017
Q4
$247K Buy
+7,798
New +$247K 0.03% 275