Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-9,596
Closed -$1.3M 1617
2018
Q2
$1.3M Buy
9,596
+368
+4% +$49.7K 0.01% 718
2018
Q1
$1.11M Buy
9,228
+2,349
+34% +$283K 0.01% 744
2017
Q4
$721K Buy
6,879
+651
+10% +$68.2K 0.01% 859
2017
Q3
$688K Buy
+6,228
New +$688K 0.01% 861