Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-15,164
Closed -$1.99M 444
2018
Q2
$1.99M Sell
15,164
-515
-3% -$67.6K 0.17% 115
2018
Q1
$1.58M Sell
15,679
-1,768
-10% -$178K 0.14% 146
2017
Q4
$2M Hold
17,447
0.17% 114
2017
Q3
$1.8M Sell
17,447
-515
-3% -$53.1K 0.16% 123
2017
Q2
$1.68M Buy
+17,962
New +$1.68M 0.15% 126