Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,743
Closed -$277K 889
2018
Q1
$277K Sell
3,743
-210
-5% -$15.5K ﹤0.01% 758
2017
Q4
$304K Sell
3,953
-5,361
-58% -$412K ﹤0.01% 682
2017
Q3
$680K Buy
9,314
+5,616
+152% +$410K 0.01% 589
2017
Q2
$256K Sell
3,698
-1,159
-24% -$80.2K ﹤0.01% 689
2017
Q1
$351K Buy
4,857
+1,106
+29% +$79.9K ﹤0.01% 629
2016
Q4
$269K Buy
+3,751
New +$269K ﹤0.01% 677