Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,567
Closed -$312K 324
2018
Q2
$312K Buy
3,567
+319
+10% +$27.9K 0.19% 153
2018
Q1
$282K Sell
3,248
-95
-3% -$8.25K 0.34% 76
2017
Q4
$275K Buy
+3,343
New +$275K 0.36% 70