Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-49,930
Closed -$1.63M 497
2018
Q3
$1.63M Buy
49,930
+20
+0% +$653 0.08% 224
2018
Q2
$1.65M Buy
49,910
+465
+0.9% +$15.4K 0.09% 218
2018
Q1
$1.76M Buy
49,445
+140
+0.3% +$4.99K 0.1% 207
2017
Q4
$1.83M Buy
49,305
+805
+2% +$29.9K 0.11% 182
2017
Q3
$1.79M Sell
48,500
-805
-2% -$29.6K 0.12% 179
2017
Q2
$1.59M Sell
49,305
-175
-0.4% -$5.66K 0.11% 186
2017
Q1
$1.76M Buy
49,480
+660
+1% +$23.5K 0.17% 140
2016
Q4
$1.78M Buy
48,820
+1,460
+3% +$53.1K 0.19% 132
2016
Q3
$1.41M Buy
+47,360
New +$1.41M 0.16% 134