Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-19,113
Closed -$966K 147
2017
Q4
$966K Buy
19,113
+1,095
+6% +$55.3K 0.45% 71
2017
Q3
$936K Sell
18,018
-4,219
-19% -$219K 0.55% 58
2017
Q2
$1.09K Sell
22,237
-2,723
-11% -$133 0.56% 48
2017
Q1
$1.18M Buy
+24,960
New +$1.18M 0.6% 56
2015
Q2
$887K Buy
+17,774
New +$887K 0.56% 53