Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-11,215
Closed -$482K 666
2017
Q4
$482K Buy
11,215
+3,495
+45% +$150K 0.01% 494
2017
Q3
$384K Sell
7,720
-5,590
-42% -$278K 0.01% 538
2017
Q2
$638K Buy
+13,310
New +$638K 0.01% 440
2013
Q4
Sell
-5,915
Closed -$299K 603
2013
Q3
$299K Sell
5,915
-676
-10% -$34.2K 0.02% 419
2013
Q2
$340K Buy
+6,591
New +$340K 0.02% 374