Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-5,869
Closed -$275K 426
2018
Q1
$275K Buy
5,869
+40
+0.7% +$1.87K 0.02% 360
2017
Q4
$256K Buy
5,829
+296
+5% +$13K 0.02% 377
2017
Q3
$211K Sell
5,533
-3,490
-39% -$133K 0.02% 308
2017
Q2
$246K Buy
9,023
+2,055
+29% +$56K 0.02% 316
2017
Q1
$206K Buy
+6,968
New +$206K 0.02% 322