Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-7,928
Closed -$559K 239
2018
Q1
$559K Sell
7,928
-19,126
-71% -$1.35M 0.06% 152
2017
Q4
$1.8M Buy
27,054
+6,816
+34% +$454K 0.19% 65
2017
Q3
$1.43M Buy
20,238
+9,579
+90% +$677K 0.16% 75
2017
Q2
$675K Sell
10,659
-5,007
-32% -$317K 0.08% 125
2017
Q1
$1.07M Buy
+15,666
New +$1.07M 0.14% 135
2016
Q3
Sell
-54,147
Closed -$2.99M 261
2016
Q2
$2.99M Buy
+54,147
New +$2.99M 0.44% 71