Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$318K Sell
7,939
-128
-2% -$5.13K 0.09% 168
2017
Q4
$347K Sell
8,067
-3,081
-28% -$133K 0.09% 163
2017
Q3
$555K Sell
11,148
-2,597
-19% -$129K 0.15% 126
2017
Q2
$659K Sell
13,745
-2,033
-13% -$97.5K 0.18% 117
2017
Q1
$714K Buy
15,778
+1,906
+14% +$86.3K 0.2% 112
2016
Q4
$561K Sell
13,872
-649
-4% -$26.2K 0.16% 125
2016
Q3
$555K Buy
14,521
+5,080
+54% +$194K 0.17% 121
2016
Q2
$395K Buy
9,441
+3,297
+54% +$138K 0.12% 141
2016
Q1
$247K Buy
+6,144
New +$247K 0.08% 177