Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-4,432
Closed -$211K 234
2018
Q1
$211K Sell
4,432
-418
-9% -$19.9K 0.1% 225
2017
Q4
$266K Sell
4,850
-4,645
-49% -$255K 0.08% 248
2017
Q3
$485K Sell
9,495
-2,252
-19% -$115K 0.1% 226
2017
Q2
$548K Sell
11,747
-6,599
-36% -$308K 0.09% 251
2017
Q1
$860K Sell
18,346
-1,977
-10% -$92.7K 0.11% 222
2016
Q4
$893K Sell
20,323
-6,445
-24% -$283K 0.13% 195
2016
Q3
$945K Buy
26,768
+1,653
+7% +$58.4K 0.13% 199
2016
Q2
$798K Buy
+25,115
New +$798K 0.12% 211