Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-16,389
Closed -$1.09M 84
2018
Q2
$1.09M Sell
16,389
-121
-0.7% -$8.01K 0.33% 45
2018
Q1
$1.1M Sell
16,510
-2,208
-12% -$147K 0.34% 46
2017
Q4
$1.23M Buy
18,718
+45
+0.2% +$2.95K 0.37% 40
2017
Q3
$1.2M Sell
18,673
-1,266
-6% -$81.4K 0.4% 37
2017
Q2
$1.29M Sell
19,939
-996
-5% -$64.2K 0.44% 35
2017
Q1
$1.28M Sell
20,935
-529
-2% -$32.3K 0.47% 29
2016
Q4
$1.26M Buy
+21,464
New +$1.26M 0.51% 33