Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-16,054
Closed -$673K 748
2018
Q3
$673K Buy
16,054
+1,736
+12% +$72.8K 0.01% 468
2018
Q2
$636K Sell
14,318
-1,850
-11% -$82.2K 0.01% 458
2018
Q1
$719K Sell
16,168
-3,560
-18% -$158K 0.01% 421
2017
Q4
$931K Sell
19,728
-2,632
-12% -$124K 0.02% 321
2017
Q3
$1.01M Sell
22,360
-4,454
-17% -$201K 0.02% 355
2017
Q2
$1.14M Buy
+26,814
New +$1.14M 0.02% 325