Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-26,572
Closed -$1.66M 268
2018
Q2
$1.66M Buy
26,572
+2,842
+12% +$178K 0.06% 146
2018
Q1
$1.45M Buy
23,730
+4,531
+24% +$277K 0.06% 161
2017
Q4
$1.22M Buy
+19,199
New +$1.22M 0.05% 170