Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,054
Closed -$46K 471
2018
Q2
$46K Buy
+1,054
New +$46K 0.01% 170
2017
Q2
Sell
-35,173
Closed -$1.41M 106
2017
Q1
$1.41M Sell
35,173
-3,188
-8% -$128K 0.54% 70
2016
Q4
$1.44M Buy
38,361
+4,155
+12% +$156K 0.62% 45
2016
Q3
$1.26M Buy
34,206
+2,970
+10% +$109K 0.61% 41
2016
Q2
$1.05M Buy
+31,236
New +$1.05M 0.57% 47