Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-20,916
Closed -$1.6M 398
2018
Q3
$1.6M Buy
20,916
+96
+0.5% +$7.34K 0.35% 160
2018
Q2
$1.68M Buy
20,820
+680
+3% +$55K 0.38% 107
2018
Q1
$1.51M Sell
20,140
-16,336
-45% -$1.23M 0.38% 114
2017
Q4
$2.58M Buy
36,476
+282
+0.8% +$20K 0.64% 25
2017
Q3
$2.27M Buy
+36,194
New +$2.27M 0.43% 90