Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$300K Sell
1,994
-361
-15% -$54.3K 0.11% 155
2018
Q2
$321K Buy
+2,355
New +$321K 0.05% 292
2018
Q1
Sell
-1,775
Closed -$234K 422
2017
Q4
$234K Buy
+1,775
New +$234K 0.02% 361
2017
Q1
Sell
-7,632
Closed -$687K 976
2016
Q4
$687K Buy
+7,632
New +$687K 0.04% 488
2016
Q3
Sell
-5,369
Closed -$441K 978
2016
Q2
$441K Buy
+5,369
New +$441K 0.02% 667
2014
Q4
Sell
-6,551
Closed -$474K 515
2014
Q3
$474K Buy
+6,551
New +$474K 0.19% 169