Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-15,224
Closed -$1.53M 94
2018
Q1
$1.53M Buy
15,224
+215
+1% +$21.6K 1.08% 30
2017
Q4
$1.72M Buy
15,009
+146
+1% +$16.7K 1.11% 30
2017
Q3
$1.53M Sell
14,863
-95
-0.6% -$9.8K 1.08% 31
2017
Q2
$1.4M Buy
+14,958
New +$1.4M 1.03% 32