Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-5,157
Closed -$252K 217
2018
Q1
$252K Sell
5,157
-15
-0.3% -$733 0.13% 171
2017
Q4
$227K Buy
+5,172
New +$227K 0.11% 180