Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-6,207
Closed -$368K 256
2018
Q2
$368K Sell
6,207
-35
-0.6% -$2.08K 0.1% 198
2018
Q1
$324K Buy
6,242
+1,033
+20% +$53.6K 0.09% 203
2017
Q4
$280K Buy
5,209
+167
+3% +$8.98K 0.07% 224
2017
Q3
$308K Buy
+5,042
New +$308K 0.08% 207