Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$2.53M Sell
17,411
-900
-5% -$131K 1.07% 35
2018
Q3
$3.36M Buy
18,311
+14
+0.1% +$2.57K 1.21% 30
2018
Q2
$2.94M Buy
18,297
+105
+0.6% +$16.9K 1.07% 31
2018
Q1
$2.68M Buy
18,192
+1,269
+7% +$187K 0.98% 37
2017
Q4
$2.95M Buy
16,923
+5,921
+54% +$1.03M 1.32% 28
2017
Q3
$1.64M Buy
11,002
+1,276
+13% +$190K 0.87% 47
2017
Q2
$1.54M Buy
9,726
+117
+1% +$18.5K 0.87% 46
2017
Q1
$1.62M Sell
9,609
-445
-4% -$75.1K 0.95% 42
2016
Q4
$1.72M Buy
10,054
+755
+8% +$129K 1.08% 34
2016
Q3
$1.41M Buy
+9,299
New +$1.41M 0.98% 47