Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-41,419
Closed -$2.78M 91
2018
Q2
$2.78M Sell
41,419
-40,442
-49% -$2.71M 0.43% 14
2018
Q1
$6.82M Buy
+81,861
New +$6.82M 0.81% 5
2017
Q4
Hold
0
105
2017
Q3
Hold
0
110
2017
Q2
Hold
0
142
2017
Q1
Hold
0
160
2016
Q4
Hold
0
182
2016
Q3
Hold
0
175
2015
Q2
Hold
0
177
2015
Q1
Sell
-10,564
Closed -$772 153
2014
Q4
$772 Buy
+10,564
New +$772 0.02% 76
2014
Q3
Hold
0
130
2014
Q2
Hold
0
123
2014
Q1
Hold
0
110
2013
Q4
Hold
0
101
2013
Q3
Hold
0
84
2013
Q2
Hold
0
60