Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-13,475
Closed -$775K 461
2018
Q1
$775K Sell
13,475
-1,087
-7% -$62.5K 0.01% 349
2017
Q4
$724K Buy
+14,562
New +$724K 0.01% 338