Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-935
Closed -$2.11M 148
2018
Q3
$2.11M Sell
935
-1,954
-68% -$4.41M 0.06% 115
2018
Q2
$7.24M Sell
2,889
-580
-17% -$1.45M 0.22% 61
2018
Q1
$8.75M Buy
3,469
+184
+6% +$464K 0.21% 66
2017
Q4
$6.36M Buy
+3,285
New +$6.36M 0.16% 77