Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-23,689
Closed -$2.43M 123
2018
Q2
$2.43M Sell
23,689
-85
-0.4% -$8.72K 0.49% 58
2018
Q1
$2.59M Buy
23,774
+666
+3% +$72.6K 0.54% 53
2017
Q4
$2.43M Sell
23,108
-15
-0.1% -$1.58K 0.52% 54
2017
Q3
$2.45M Buy
23,123
+550
+2% +$58.3K 0.55% 52
2017
Q2
$2.07M Buy
22,573
+133
+0.6% +$12.2K 0.5% 57
2017
Q1
$2.13M Buy
+22,440
New +$2.13M 0.46% 65