Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,332
Closed -$200K 614
2018
Q1
$200K Buy
1,332
+235
+21% +$35.3K 0.18% 115
2017
Q4
$170K Buy
+1,097
New +$170K 0.14% 142