Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-29,015
Closed -$929K 357
2018
Q1
$929K Sell
29,015
-91,381
-76% -$2.93M 0.01% 288
2017
Q4
$4.4M Buy
120,396
+4,546
+4% +$166K 0.03% 167
2017
Q3
$4.06M Buy
115,850
+10,919
+10% +$383K 0.03% 172
2017
Q2
$3.69M Buy
+104,931
New +$3.69M 0.03% 171