Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-14,585
Closed -$1.13M 166
2018
Q2
$1.13M Hold
14,585
0.38% 60
2018
Q1
$969K Buy
14,585
+4,266
+41% +$283K 0.34% 60
2017
Q4
$847K Buy
+10,319
New +$847K 0.34% 68