Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,165
Closed -$291K 274
2017
Q4
$291K Sell
1,165
-262
-18% -$65.4K 0.08% 234
2017
Q3
$322K Sell
1,427
-692
-33% -$156K 0.07% 271
2017
Q2
$461K Buy
2,119
+5
+0.2% +$1.09K 0.07% 277
2017
Q1
$413K Sell
2,114
-45
-2% -$8.79K 0.05% 325
2016
Q4
$402K Buy
2,159
+293
+16% +$54.6K 0.06% 311
2016
Q3
$326K Buy
+1,866
New +$326K 0.05% 357