Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,606
Closed -$214K 172
2017
Q4
$214K Sell
2,606
-686
-21% -$56.3K 0.03% 208
2017
Q3
$255K Sell
3,292
-4,633
-58% -$359K 0.04% 170
2017
Q2
$502K Sell
7,925
-1,311
-14% -$83K 0.08% 183
2017
Q1
$557K Sell
9,236
-1,263
-12% -$76.2K 0.08% 170
2016
Q4
$515K Buy
10,499
+3,903
+59% +$191K 0.08% 177
2016
Q3
$277K Buy
+6,596
New +$277K 0.04% 397