Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-40,451
Closed -$2.13M 498
2018
Q2
$2.13M Sell
40,451
-2,426
-6% -$127K 0.18% 147
2018
Q1
$2.12M Buy
42,877
+4,775
+13% +$236K 0.17% 162
2017
Q4
$2.1M Buy
38,102
+8,723
+30% +$480K 0.08% 164
2017
Q3
$1.69M Buy
29,379
+12,874
+78% +$739K 0.16% 172
2017
Q2
$967K Buy
+16,505
New +$967K 0.09% 231
2017
Q1
Sell
-21,850
Closed -$1.32M 503
2016
Q4
$1.32M Buy
21,850
+8,033
+58% +$484K 0.16% 151
2016
Q3
$722K Buy
+13,817
New +$722K 0.08% 261
2015
Q3
Sell
-13,507
Closed -$876K 558
2015
Q2
$876K Buy
+13,507
New +$876K 0.31% 104