Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-37,635
Closed -$1.64M 716
2018
Q1
$1.64M Sell
37,635
-1,155
-3% -$50.3K 0.15% 118
2017
Q4
$1.85M Buy
38,790
+3,600
+10% +$172K 0.19% 86
2017
Q3
$1.6M Buy
35,190
+18,600
+112% +$848K 0.22% 79
2017
Q2
$767K Buy
16,590
+4,640
+39% +$215K 0.15% 88
2017
Q1
$584K Buy
+11,950
New +$584K 0.12% 95