Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-74
Closed -$13K 353
2018
Q4
$13K Buy
+74
New +$13K 0.01% 257
2017
Q2
Sell
-2,839
Closed -$495K 302
2017
Q1
$495K Sell
2,839
-718
-20% -$125K 0.21% 94
2016
Q4
$606K Sell
3,557
-598
-14% -$102K 0.27% 80
2016
Q3
$805K Sell
4,155
-147
-3% -$28.5K 0.35% 75
2016
Q2
$792K Buy
+4,302
New +$792K 0.34% 74