Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-7,071
Closed -$1.02M 135
2018
Q3
$1.02M Buy
7,071
+70
+1% +$10.1K 0.55% 67
2018
Q2
$935K Sell
7,001
-585
-8% -$78.1K 0.59% 68
2018
Q1
$1.11M Buy
7,586
+372
+5% +$54.6K 0.71% 58
2017
Q4
$1.06M Buy
+7,214
New +$1.06M 0.67% 62
2016
Q1
Sell
-226
Closed -$30K 181
2015
Q4
$30K Buy
+226
New +$30K 0.02% 178