Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$961K Sell
40,116
-860
-2% -$20.6K 0.26% 95
2017
Q4
$1.13M Sell
40,976
-2,855
-7% -$78.4K 0.3% 85
2017
Q3
$879K Buy
43,831
+600
+1% +$12K 0.24% 101
2017
Q2
$1.01M Buy
43,231
+350
+0.8% +$8.16K 0.28% 96
2017
Q1
$1.27M Buy
42,881
+12,621
+42% +$372K 0.36% 77
2016
Q4
$1.05M Buy
30,260
+5,605
+23% +$194K 0.3% 83
2016
Q3
$732K Buy
+24,655
New +$732K 0.22% 104