Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-20,418
Closed -$2.74M 335
2017
Q4
$2.74M Sell
20,418
-4,597
-18% -$616K 0.28% 86
2017
Q3
$3.66M Sell
25,015
-1,136
-4% -$166K 0.41% 60
2017
Q2
$3.48M Buy
26,151
+4,890
+23% +$650K 0.39% 62
2017
Q1
$2.52M Buy
21,261
+18,019
+556% +$2.14M 0.24% 103
2016
Q4
$362K Buy
3,242
+29
+0.9% +$3.24K 0.04% 336
2016
Q3
$361K Sell
3,213
-1,271
-28% -$143K 0.04% 316
2016
Q2
$490K Buy
+4,484
New +$490K 0.05% 236
2015
Q1
Sell
-2,826
Closed -$268K 461
2014
Q4
$268K Hold
2,826
0.03% 348
2014
Q3
$247K Buy
2,826
+27
+1% +$2.36K 0.03% 344
2014
Q2
$252K Buy
+2,799
New +$252K 0.03% 380