Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-12,659
Closed -$178K 899
2018
Q2
$178K Sell
12,659
-4,925
-28% -$69.3K 0.01% 792
2018
Q1
$322K Sell
17,584
-18
-0.1% -$330 0.02% 502
2017
Q4
$350K Buy
17,602
+262
+2% +$5.21K 0.02% 494
2017
Q3
$286K Buy
17,340
+570
+3% +$9.4K 0.02% 552
2017
Q2
$314K Buy
+16,770
New +$314K 0.02% 512