Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,924
Closed -$393K 210
2018
Q2
$393K Sell
1,924
-427
-18% -$87.2K 0.33% 74
2018
Q1
$408K Buy
+2,351
New +$408K 0.27% 69
2017
Q3
Sell
-4,015
Closed -$533K 596
2017
Q2
$533K Sell
4,015
-358
-8% -$47.5K 0.39% 56
2017
Q1
$507K Sell
4,373
-1,717
-28% -$199K 0.34% 63
2016
Q4
$698K Buy
6,090
+5,907
+3,228% +$677K 0.47% 24
2016
Q3
$20K Sell
183
-93
-34% -$10.2K 0.02% 562
2016
Q2
$31K Buy
+276
New +$31K 0.03% 390