Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,068
Closed -$498K 157
2018
Q3
$498K Buy
2,068
+362
+21% +$87.2K 0.19% 119
2018
Q2
$387K Sell
1,706
-361
-17% -$81.9K 0.17% 116
2018
Q1
$496K Buy
2,067
+299
+17% +$71.7K 0.23% 81
2017
Q4
$441K Buy
1,768
+165
+10% +$41.2K 0.21% 72
2017
Q3
$362K Buy
1,603
+209
+15% +$47.2K 0.17% 70
2017
Q2
$303K Buy
+1,394
New +$303K 0.13% 57