Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,886
Closed -$658K 426
2018
Q3
$658K Sell
2,886
-98
-3% -$22.3K 0.14% 265
2018
Q2
$629K Sell
2,984
-5,691
-66% -$1.2M 0.14% 264
2018
Q1
$1.76M Sell
8,675
-335
-4% -$67.9K 0.44% 55
2017
Q4
$1.73M Sell
9,010
-14,223
-61% -$2.74M 0.43% 126
2017
Q3
$3.6M Buy
+23,233
New +$3.6M 0.69% 39