Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-35,705
Closed -$1.27M 348
2018
Q1
$1.27M Sell
35,705
-3,458
-9% -$123K 0.01% 263
2017
Q4
$1.46M Buy
39,163
+11,514
+42% +$428K 0.01% 280
2017
Q3
$1.02M Buy
+27,649
New +$1.02M 0.01% 311