Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,003
Closed -$239K 72
2018
Q2
$239K Sell
3,003
-4,495
-60% -$358K 0.24% 65
2018
Q1
$498K Sell
7,498
-286
-4% -$19K 0.52% 39
2017
Q4
$487K Buy
+7,784
New +$487K 0.49% 42