Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-38,441
Closed -$1.52M 39
2018
Q3
$1.52M Buy
38,441
+2,429
+7% +$95.9K 0.35% 24
2018
Q2
$1.25M Buy
36,012
+3,669
+11% +$127K 0.39% 23
2018
Q1
$1.14M Sell
32,343
-72,921
-69% -$2.57M 0.25% 20
2017
Q4
$3.33M Buy
+105,264
New +$3.33M 1.86% 10