Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-12,000
Closed -$259K 969
2018
Q3
$259K Buy
+12,000
New +$259K 0.01% 737
2016
Q4
Sell
-255,289
Closed -$2.72M 545
2016
Q3
$2.72M Sell
255,289
-87,166
-25% -$930K 0.15% 141
2016
Q2
$3.53M Sell
342,455
-2,287
-0.7% -$23.6K 0.18% 106
2016
Q1
$3.39M Buy
344,742
+38,024
+12% +$374K 0.22% 108
2015
Q4
$3.49M Buy
306,718
+175,270
+133% +$2M 0.16% 103
2015
Q3
$1.61M Buy
+131,448
New +$1.61M 0.11% 184