Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-18,865
Closed -$2.16M 170
2017
Q4
$2.16M Sell
18,865
-3,506
-16% -$401K 1.04% 16
2017
Q3
$2.31M Sell
22,371
-3,348
-13% -$345K 1.09% 19
2017
Q2
$2.41M Sell
25,719
-3,880
-13% -$363K 1.05% 19
2017
Q1
$2.4M Sell
29,599
-738
-2% -$59.8K 1% 22
2016
Q4
$2.65M Sell
30,337
-956
-3% -$83.6K 1.05% 16
2016
Q3
$2.49M Buy
+31,293
New +$2.49M 0.91% 21