Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,482
Closed -$211K 136
2018
Q1
$211K Sell
3,482
-638
-15% -$38.7K 0.55% 80
2017
Q4
$249K Buy
+4,120
New +$249K 1.03% 37
2017
Q3
Sell
-10,928
Closed -$482K 202
2017
Q2
$482K Buy
+10,928
New +$482K 1.1% 18
2015
Q1
Sell
-4,403
Closed -$202K 189
2014
Q4
$202K Buy
+4,403
New +$202K 0.08% 142