Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$433K Buy
+7,810
New +$433K 0.16% 140
2018
Q1
Sell
-14,407
Closed -$766K 488
2017
Q4
$766K Buy
+14,407
New +$766K 0.07% 280
2017
Q3
Sell
-25,356
Closed -$1.3M 584
2017
Q2
$1.3M Buy
25,356
+21,422
+545% +$1.1M 0.13% 243
2017
Q1
$208K Buy
+3,934
New +$208K 0.01% 862
2015
Q4
Sell
-34,224
Closed -$1.29M 856
2015
Q3
$1.29M Buy
34,224
+7,706
+29% +$291K 0.12% 229
2015
Q2
$1.14M Buy
26,518
+20,983
+379% +$900K 0.16% 195
2015
Q1
$252K Sell
5,535
-8,624
-61% -$393K 0.07% 389
2014
Q4
$619K Buy
+14,159
New +$619K 0.19% 181
2014
Q2
Sell
-25,802
Closed -$1.06M 416
2014
Q1
$1.06M Buy
25,802
+1,120
+5% +$45.9K 0.39% 45
2013
Q4
$1.03M Buy
24,682
+2,242
+10% +$93.6K 0.34% 40
2013
Q3
$874K Buy
+22,440
New +$874K 0.27% 77