Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-43,013
Closed -$1.08M 131
2018
Q3
$1.08M Sell
43,013
-3,002
-7% -$75.4K 0.29% 147
2018
Q2
$1.13M Sell
46,015
-14,002
-23% -$343K 0.31% 129
2018
Q1
$1.37M Hold
60,017
0.39% 95
2017
Q4
$1.32M Buy
60,017
+3,004
+5% +$65.9K 0.35% 118
2017
Q3
$1.36M Buy
+57,013
New +$1.36M 0.36% 99