Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$732K Sell
21,112
-371
-2% -$12.9K 0.12% 28
2018
Q2
$733K Sell
21,483
-1,693
-7% -$57.8K 0.13% 28
2018
Q1
$766K Sell
23,176
-2,197
-9% -$72.6K 0.13% 25
2017
Q4
$900K Sell
25,373
-3,631
-13% -$129K 0.15% 17
2017
Q3
$1.02M Sell
29,004
-935
-3% -$32.7K 0.19% 16
2017
Q2
$1M Sell
29,939
-75
-0.2% -$2.51K 0.2% 19
2017
Q1
$1.08M Buy
30,014
+3,471
+13% +$125K 0.24% 17
2016
Q4
$919K Sell
26,543
-1,470
-5% -$50.9K 0.23% 18
2016
Q3
$949K Sell
28,013
-1,495
-5% -$50.6K 0.25% 18
2016
Q2
$992K Buy
29,508
+293
+1% +$9.85K 0.27% 18
2016
Q1
$854K Buy
29,215
+9,994
+52% +$292K 0.25% 18
2015
Q4
$756K Buy
+19,221
New +$756K 0.23% 16