Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,260
Closed -$527K 308
2018
Q3
$527K Sell
5,260
-12,480
-70% -$1.25M 0.11% 284
2018
Q2
$1.51M Buy
+17,740
New +$1.51M 0.34% 177
2016
Q1
Sell
-2,000
Closed -$68K 92
2015
Q4
$68K Buy
+2,000
New +$68K 0.56% 58