Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-4,162
Closed -$204K 419
2018
Q1
$204K Buy
4,162
+629
+18% +$30.8K 0.14% 225
2017
Q4
$189K Buy
+3,533
New +$189K 0.13% 119
2016
Q3
Sell
-9,450
Closed -$302K 322
2016
Q2
$302K Sell
9,450
-2,750
-23% -$87.9K 0.21% 185
2016
Q1
$450K Buy
+12,200
New +$450K 0.27% 167