Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,241
Closed -$266K 171
2017
Q4
$266K Sell
3,241
-318
-9% -$26.1K 0.03% 366
2017
Q3
$276K Sell
3,559
-511
-13% -$39.6K 0.03% 376
2017
Q2
$258K Sell
4,070
-340
-8% -$21.6K 0.03% 399
2017
Q1
$266K Sell
4,410
-764
-15% -$46.1K 0.02% 382
2016
Q4
$254K Sell
5,174
-1,025
-17% -$50.3K 0.02% 418
2016
Q3
$260K Buy
+6,199
New +$260K 0.02% 419