Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,285
Closed -$246K 931
2018
Q2
$246K Sell
3,285
-14
-0.4% -$1.05K 0.01% 788
2018
Q1
$218K Buy
3,299
+539
+20% +$35.6K 0.01% 1096
2017
Q4
$202K Sell
2,760
-694
-20% -$50.8K 0.01% 1191
2017
Q3
$254K Hold
3,454
0.01% 1102
2017
Q2
$241K Sell
3,454
-59
-2% -$4.12K 0.01% 1075
2017
Q1
$237K Buy
+3,513
New +$237K 0.01% 1052