Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-8,606
Closed -$134K 332
2018
Q2
$134K Hold
8,606
0.08% 116
2018
Q1
$114K Buy
8,606
+1,470
+21% +$19.5K 0.06% 122
2017
Q4
$118K Buy
7,136
+489
+7% +$8.09K 0.07% 121
2017
Q3
$114K Buy
+6,647
New +$114K 0.08% 102