Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-8,963
Closed -$1.65M 170
2018
Q2
$1.65M Sell
8,963
-10,201
-53% -$1.88M 0.22% 162
2018
Q1
$3.27M Buy
+19,164
New +$3.27M 0.41% 101
2016
Q2
Sell
-500
Closed -$75K 194
2016
Q1
$75K Buy
+500
New +$75K 0.01% 229