Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$996K Buy
+23,126
New +$996K 0.36% 83
2017
Q3
Sell
-49,542
Closed -$1.63M 539
2017
Q2
$1.63M Buy
+49,542
New +$1.63M 0.17% 192
2016
Q4
Sell
-13,603
Closed -$500K 943
2016
Q3
$500K Buy
+13,603
New +$500K 0.02% 677
2016
Q1
Sell
-29,611
Closed -$992K 958
2015
Q4
$992K Buy
29,611
+16,573
+127% +$555K 0.08% 358
2015
Q3
$491K Buy
+13,038
New +$491K 0.05% 442
2014
Q4
Sell
-12,941
Closed -$985K 540
2014
Q3
$985K Buy
+12,941
New +$985K 0.4% 63
2014
Q2
Sell
-8,861
Closed -$622K 393
2014
Q1
$622K Sell
8,861
-6,697
-43% -$470K 0.23% 115
2013
Q4
$1.12M Buy
15,558
+8,342
+116% +$598K 0.37% 31
2013
Q3
$508K Buy
+7,216
New +$508K 0.15% 180