Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$262K Sell
11,845
-2,470
-17% -$54.6K 0.45% 20
2017
Q4
$340K Sell
14,315
-6,449
-31% -$153K 0.5% 45
2017
Q3
$350K Buy
20,764
+855
+4% +$14.4K 0.49% 47
2017
Q2
$354K Sell
19,909
-2,074
-9% -$36.9K 0.48% 162
2017
Q1
$409K Buy
+21,983
New +$409K 0.38% 115
2016
Q4
Sell
-16,550
Closed -$398K 66
2016
Q3
$398K Buy
+16,550
New +$398K 0.34% 63
2015
Q2
Sell
-9,168
Closed -$468K 341
2015
Q1
$468K Sell
9,168
-108
-1% -$5.51K 0.24% 189
2014
Q4
$487K Buy
+9,276
New +$487K 0.22% 82