Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-9,870
Closed -$1.95M 149
2018
Q2
$1.95M Buy
9,870
+95
+1% +$18.8K 0.73% 30
2018
Q1
$1.94M Buy
9,775
+746
+8% +$148K 0.69% 34
2017
Q4
$1.57M Buy
9,029
+4,047
+81% +$703K 0.48% 30
2017
Q3
$852K Buy
+4,982
New +$852K 0.61% 20