Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,882
Closed -$132K 103
2018
Q3
$132K Sell
1,882
-1,841
-49% -$129K 0.05% 51
2018
Q2
$227K Buy
3,723
+183
+5% +$11.2K 0.08% 137
2018
Q1
$209K Sell
3,540
-1,096
-24% -$64.7K 0.09% 168
2017
Q4
$276K Buy
+4,636
New +$276K 0.11% 121