Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-22,646
Closed -$1.2M 393
2018
Q2
$1.2M Sell
22,646
-6,536
-22% -$345K 0.27% 211
2018
Q1
$1.46M Sell
29,182
-332
-1% -$16.6K 0.36% 144
2017
Q4
$1.42M Sell
29,514
-16,148
-35% -$774K 0.35% 151
2017
Q3
$2.1M Sell
45,662
-45,482
-50% -$2.09M 0.4% 125
2017
Q2
$4.03M Buy
+91,144
New +$4.03M 0.68% 61
2017
Q1
Sell
-117,609
Closed -$4.83M 198
2016
Q4
$4.83M Buy
+117,609
New +$4.83M 1.15% 39