Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-63,252
Closed -$2.67M 317
2018
Q2
$2.67M Sell
63,252
-116,867
-65% -$4.93M 0.14% 117
2018
Q1
$7.84M Buy
180,119
+165,159
+1,104% +$7.19M 0.33% 47
2017
Q4
$715K Buy
+14,960
New +$715K 0.04% 148
2013
Q4
Hold
0
235
2013
Q3
Hold
0
275