Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-8,583
Closed -$471K 420
2017
Q4
$471K Sell
8,583
-1,577
-16% -$86.5K 0.11% 163
2017
Q3
$519K Buy
+10,160
New +$519K 0.12% 165
2017
Q2
Sell
-9,949
Closed -$467K 320
2017
Q1
$467K Sell
9,949
-986
-9% -$46.3K 0.11% 167
2016
Q4
$480K Sell
10,935
-1,719
-14% -$75.5K 0.12% 153
2016
Q3
$447K Sell
12,654
-102
-0.8% -$3.6K 0.11% 156
2016
Q2
$406K Buy
+12,756
New +$406K 0.11% 153