Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$351K Sell
7,974
-115
-1% -$5.06K 0.04% 191
2018
Q2
$348K Sell
8,089
-104
-1% -$4.47K 0.04% 190
2018
Q1
$309K Sell
8,193
-124
-1% -$4.68K 0.03% 190
2017
Q4
$320K Sell
8,317
-180
-2% -$6.93K 0.04% 194
2017
Q3
$294K Sell
8,497
-147
-2% -$5.09K 0.03% 194
2017
Q2
$266K Sell
8,644
-144
-2% -$4.43K 0.04% 189
2017
Q1
$265K Sell
8,788
-157
-2% -$4.73K 0.03% 194
2016
Q4
$286K Sell
8,945
-876
-9% -$28K 0.04% 193
2016
Q3
$291K Buy
9,821
+1,034
+12% +$30.6K 0.04% 197
2016
Q2
$263K Sell
8,787
-475
-5% -$14.2K 0.04% 202
2016
Q1
$235K Sell
9,262
-535
-5% -$13.6K 0.03% 205
2015
Q4
$258K Sell
9,797
-1,630
-14% -$42.9K 0.04% 198
2015
Q3
$294K Sell
11,427
-3,345
-23% -$86.1K 0.04% 193
2015
Q2
$497K Buy
14,772
+998
+7% +$33.6K 0.07% 164
2015
Q1
$447K Hold
13,774
0.06% 170
2014
Q4
$456K Sell
13,774
-2,399
-15% -$79.4K 0.06% 170
2014
Q3
$581K Sell
16,173
-1,012
-6% -$36.4K 0.08% 140
2014
Q2
$742K Sell
17,185
-917
-5% -$39.6K 0.11% 131
2014
Q1
$712K Sell
18,102
-7,252
-29% -$285K 0.12% 128
2013
Q4
$1.01M Sell
25,354
-1,909
-7% -$75.9K 0.18% 109
2013
Q3
$937K Sell
27,263
-11,049
-29% -$380K 0.19% 109
2013
Q2
$1.31M Buy
+38,312
New +$1.31M 0.29% 86