Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-71,034
Closed -$2.91M 955
2018
Q3
$2.91M Sell
71,034
-18,485
-21% -$758K 0.11% 215
2018
Q2
$2.87M Buy
89,519
+14,679
+20% +$471K 0.1% 220
2018
Q1
$1.91M Sell
74,840
-23,414
-24% -$598K 0.07% 297
2017
Q4
$2.26M Buy
+98,254
New +$2.26M 0.07% 338