Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-17,853
Closed -$634K 696
2018
Q2
$634K Sell
17,853
-40,646
-69% -$1.44M 0.15% 263
2018
Q1
$1.81M Buy
58,499
+38,794
+197% +$1.2M 0.38% 36
2017
Q4
$854K Buy
+19,705
New +$854K 0.17% 223
2016
Q1
Sell
-11,421
Closed -$653K 1003
2015
Q4
$653K Sell
11,421
-4,524
-28% -$259K 0.08% 409
2015
Q3
$659K Buy
+15,945
New +$659K 0.1% 354
2015
Q2
Sell
-21,528
Closed -$1.15M 754
2015
Q1
$1.15M Sell
21,528
-9,772
-31% -$521K 0.15% 236
2014
Q4
$1.67M Buy
+31,300
New +$1.67M 0.24% 123
2014
Q2
Sell
-10,100
Closed -$657K 579
2014
Q1
$657K Buy
10,100
+4,500
+80% +$293K 0.2% 138
2013
Q4
$408K Buy
+5,600
New +$408K 0.17% 191