Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$305K Sell
4,276
-948
-18% -$67.6K 0.08% 176
2017
Q4
$343K Hold
5,224
0.09% 164
2017
Q3
$337K Hold
5,224
0.09% 167
2017
Q2
$320K Hold
5,224
0.09% 166
2017
Q1
$301K Hold
5,224
0.09% 172
2016
Q4
$278K Sell
5,224
-202
-4% -$10.8K 0.08% 176
2016
Q3
$270K Sell
5,426
-212
-4% -$10.5K 0.08% 175
2016
Q2
$307K Sell
5,638
-200
-3% -$10.9K 0.1% 164
2016
Q1
$299K Sell
5,838
-118
-2% -$6.04K 0.1% 168
2015
Q4
$272K Buy
+5,956
New +$272K 0.09% 165