Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-40,100
Closed -$1.16M 594
2018
Q1
$1.16M Buy
40,100
+10,000
+33% +$288K 0.04% 252
2017
Q4
$858K Hold
30,100
0.03% 295
2017
Q3
$733K Buy
+30,100
New +$733K 0.02% 320