Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-880
Closed -$344K 656
2018
Q2
$344K Sell
880
-3,000
-77% -$1.17M 0.08% 433
2018
Q1
$1.15M Buy
3,880
+880
+29% +$260K 0.24% 143
2017
Q4
$576K Sell
3,000
-1,800
-38% -$346K 0.11% 327
2017
Q3
$870K Buy
4,800
+60
+1% +$10.9K 0.13% 288
2017
Q2
$708K Sell
4,740
-8,220
-63% -$1.23M 0.08% 422
2017
Q1
$1.92M Sell
12,960
-5,220
-29% -$772K 0.19% 170
2016
Q4
$2.25M Buy
+18,180
New +$2.25M 0.19% 150
2016
Q3
Sell
-10,829
Closed -$991K 921
2016
Q2
$991K Sell
10,829
-4
-0% -$366 0.14% 249
2016
Q1
$1.11M Buy
10,833
+7,500
+225% +$766K 0.15% 179
2015
Q4
$381K Buy
+3,333
New +$381K 0.05% 587