Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-66,884
Closed -$310K 284
2018
Q2
$310K Sell
66,884
-1,612
-2% -$7.47K 0.1% 218
2018
Q1
$498K Buy
68,496
+1,107
+2% +$8.05K 0.17% 139
2017
Q4
$435K Sell
67,389
-822
-1% -$5.31K 0.14% 153
2017
Q3
$450K Buy
68,211
+786
+1% +$5.19K 0.15% 137
2017
Q2
$370K Buy
67,425
+7,425
+12% +$40.7K 0.13% 159
2017
Q1
$346K Buy
60,000
+11,338
+23% +$65.4K 0.13% 164
2016
Q4
$239K Sell
48,662
-7,381
-13% -$36.3K 0.09% 204
2016
Q3
$341K Buy
+56,043
New +$341K 0.13% 140