Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$1.82M Sell
39,643
-1,048
-3% -$48.1K 0.5% 65
2017
Q4
$2.06M Buy
40,691
+1,654
+4% +$83.6K 0.55% 60
2017
Q3
$2.03M Sell
39,037
-3,770
-9% -$196K 0.56% 57
2017
Q2
$2.1M Buy
42,807
+2,242
+6% +$110K 0.59% 55
2017
Q1
$1.91M Buy
40,565
+4,685
+13% +$220K 0.54% 58
2016
Q4
$1.72M Sell
35,880
-12,364
-26% -$594K 0.5% 61
2016
Q3
$1.91M Buy
48,244
+1,622
+3% +$64.2K 0.58% 53
2016
Q2
$1.66M Buy
46,622
+5,870
+14% +$208K 0.52% 59
2016
Q1
$1.6M Sell
40,752
-281
-0.7% -$11K 0.51% 60
2015
Q4
$1.76M Buy
+41,033
New +$1.76M 0.58% 53