Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-7,303
Closed -$1.78M 346
2018
Q3
$1.78M Sell
7,303
-8,194
-53% -$2M 0.34% 70
2018
Q2
$2.89M Buy
15,497
+4,093
+36% +$763K 0.59% 35
2018
Q1
$1.4M Buy
11,404
+4,316
+61% +$530K 0.31% 74
2017
Q4
$844K Buy
+7,088
New +$844K 0.19% 120