Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-26,312
Closed -$1.16M 198
2018
Q3
$1.16M Sell
26,312
-379
-1% -$16.7K 0.19% 129
2018
Q2
$1.15M Buy
26,691
+2,883
+12% +$124K 0.2% 127
2018
Q1
$897K Sell
23,808
-359
-1% -$13.5K 0.15% 138
2017
Q4
$930K Sell
24,167
-807
-3% -$31.1K 0.16% 140
2017
Q3
$866K Sell
24,974
-430
-2% -$14.9K 0.15% 146
2017
Q2
$780K Buy
+25,404
New +$780K 0.22% 107