Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-11,566
Closed -$457K 299
2018
Q3
$457K Sell
11,566
-57,827
-83% -$2.28M 0.02% 280
2018
Q2
$2.4M Hold
69,393
0.11% 183
2018
Q1
$2.44M Hold
69,393
0.12% 177
2017
Q4
$2.2M Hold
69,393
0.1% 190
2017
Q3
$1.63M Sell
69,393
-28,914
-29% -$678K 0.08% 212
2017
Q2
$2.2M Hold
98,307
0.11% 198
2017
Q1
$1.63M Hold
98,307
0.08% 224
2016
Q4
$1.47M Buy
98,307
+5,782
+6% +$86.3K 0.08% 230
2016
Q3
$1.17M Buy
+92,525
New +$1.17M 0.06% 235