Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-21,369
Closed -$2.33M 138
2018
Q1
$2.33M Sell
21,369
-205
-1% -$22.3K 0.29% 62
2017
Q4
$2.27M Sell
21,574
-7
-0% -$736 0.27% 64
2017
Q3
$2.29M Hold
21,581
0.29% 63
2017
Q2
$1.98M Buy
21,581
+2,262
+12% +$207K 0.27% 70
2017
Q1
$1.84M Buy
+19,319
New +$1.84M 0.27% 69