Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-12,578
Closed -$497K 893
2018
Q3
$497K Sell
12,578
-17,868
-59% -$706K 0.01% 657
2018
Q2
$1.06M Buy
30,446
+679
+2% +$23.5K 0.03% 513
2018
Q1
$1.05M Buy
29,767
+10,799
+57% +$380K 0.03% 495
2017
Q4
$601K Buy
+18,968
New +$601K 0.02% 587
2017
Q3
Sell
-23,059
Closed -$515K 830
2017
Q2
$515K Buy
+23,059
New +$515K 0.01% 621