Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-641
Closed -$48K 589
2018
Q3
$48K Buy
+641
New +$48K 0.02% 542
2017
Q1
Sell
-64,543
Closed -$4.29M 875
2016
Q4
$4.29M Buy
+64,543
New +$4.29M 0.36% 45
2016
Q3
Sell
-16,515
Closed -$1.07M 882
2016
Q2
$1.07M Buy
16,515
+8,203
+99% +$533K 0.15% 218
2016
Q1
$663K Buy
+8,312
New +$663K 0.09% 379
2015
Q3
Sell
-11,883
Closed -$1.2M 739
2015
Q2
$1.2M Buy
+11,883
New +$1.2M 0.2% 206