Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
$324K Sell
4,776
-40
-0.8% -$2.71K 0.03% 260
2018
Q1
$287K Sell
4,816
-6,877
-59% -$410K 0.03% 272
2017
Q4
$709K Sell
11,693
-2,103
-15% -$128K 0.07% 187
2017
Q3
$743K Buy
13,796
+5,892
+75% +$317K 0.08% 176
2017
Q2
$397K Sell
7,904
-45
-0.6% -$2.26K 0.05% 242
2017
Q1
$411K Sell
7,949
-416
-5% -$21.5K 0.05% 244
2016
Q4
$462K Buy
+8,365
New +$462K 0.06% 223