Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-5,473
Closed -$211K 408
2017
Q4
$211K Sell
5,473
-320
-6% -$12.3K 0.02% 395
2017
Q3
$220K Sell
5,793
-724
-11% -$27.5K 0.02% 399
2017
Q2
$254K Buy
+6,517
New +$254K 0.02% 401
2016
Q4
Sell
-56,959
Closed -$2.05M 524
2016
Q3
$2.05M Buy
+56,959
New +$2.05M 0.13% 217