Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,835
Closed -$128K 78
2018
Q3
$128K Sell
1,835
-1,813
-50% -$126K 0.04% 76
2018
Q2
$225K Buy
3,648
+186
+5% +$11.5K 0.08% 146
2018
Q1
$220K Sell
3,462
-1,067
-24% -$67.8K 0.09% 105
2017
Q4
$281K Buy
+4,529
New +$281K 0.11% 99