Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-8,569
Closed -$290K 221
2018
Q1
$290K Sell
8,569
-23,507
-73% -$796K 0.16% 123
2017
Q4
$1.07M Sell
32,076
-31
-0.1% -$1.03K 0.62% 41
2017
Q3
$1.07M Sell
32,107
-872
-3% -$29.1K 0.61% 37
2017
Q2
$1.14M Buy
32,979
+4,262
+15% +$147K 0.61% 34
2017
Q1
$911K Sell
28,717
-340
-1% -$10.8K 0.51% 46
2016
Q4
$923K Buy
29,057
+1,828
+7% +$58.1K 0.56% 50
2016
Q3
$901K Buy
27,229
+1,789
+7% +$59.2K 0.61% 47
2016
Q2
$835K Buy
+25,440
New +$835K 0.57% 43