Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,331
Closed -$98K 280
2018
Q2
$98K Buy
+2,331
New +$98K 0.08% 98
2018
Q1
Sell
-3,513
Closed -$169K 273
2017
Q4
$169K Buy
3,513
+3,013
+603% +$145K 0.15% 60
2017
Q3
$23K Buy
+500
New +$23K 0.02% 204