Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-25,831
Closed -$133K 521
2017
Q4
$133K Sell
25,831
-3,903
-13% -$20.1K 0.01% 520
2017
Q3
$140K Buy
29,734
+3,280
+12% +$15.4K 0.02% 487
2017
Q2
$107K Buy
26,454
+2,853
+12% +$11.5K 0.01% 467
2017
Q1
$94K Buy
+23,601
New +$94K 0.01% 485