Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-17,860
Closed -$1.02M 809
2018
Q3
$1.02M Buy
17,860
+954
+6% +$54.3K 0.04% 465
2018
Q2
$1.12M Buy
16,906
+5,817
+52% +$385K 0.04% 444
2018
Q1
$821K Sell
11,089
-4,571
-29% -$338K 0.03% 509
2017
Q4
$1.2M Buy
+15,660
New +$1.2M 0.04% 526