Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-36,254
Closed -$1.78M 544
2018
Q3
$1.78M Sell
36,254
-411
-1% -$20.2K 0.07% 249
2018
Q2
$1.99M Buy
36,665
+446
+1% +$24.2K 0.08% 257
2018
Q1
$1.86M Buy
+36,219
New +$1.86M 0.06% 282
2015
Q4
Sell
-60,800
Closed -$1.94M 1126
2015
Q3
$1.94M Buy
60,800
+16,414
+37% +$525K 0.04% 464
2015
Q2
$2.01M Buy
44,386
+6,791
+18% +$307K 0.05% 425
2015
Q1
$1.59M Buy
+37,595
New +$1.59M 0.04% 533