Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-7,217
Closed -$1.76M 354
2018
Q3
$1.76M Sell
7,217
-2,710
-27% -$662K 0.38% 108
2018
Q2
$1.85M Sell
9,927
-2,302
-19% -$429K 0.42% 57
2018
Q1
$1.5M Sell
12,229
-7,426
-38% -$912K 0.37% 121
2017
Q4
$2.34M Sell
19,655
-377
-2% -$44.9K 0.58% 52
2017
Q3
$1.91M Buy
+20,032
New +$1.91M 0.37% 154
2016
Q1
Sell
-1,036
Closed -$42K 117
2015
Q4
$42K Buy
+1,036
New +$42K 0.34% 70