Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,969
Closed -$258K 958
2018
Q2
$258K Sell
1,969
-558
-22% -$73.1K 0.03% 619
2018
Q1
$254K Sell
2,527
-170
-6% -$17.1K 0.03% 596
2017
Q4
$308K Sell
2,697
-155
-5% -$17.7K 0.04% 534
2017
Q3
$294K Buy
2,852
+125
+5% +$12.9K 0.04% 562
2017
Q2
$255K Buy
+2,727
New +$255K 0.03% 612