Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-8,529
Closed -$1.28M 148
2018
Q2
$1.28M Buy
8,529
+132
+2% +$19.8K 0.4% 59
2018
Q1
$1.27M Sell
8,397
-1,144
-12% -$173K 0.55% 29
2017
Q4
$1.31M Buy
+9,541
New +$1.31M 0.59% 40