Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,000
Closed -$289K 85
2018
Q3
$289K Hold
2,000
0.3% 78
2018
Q2
$299K Sell
2,000
-2,000
-50% -$299K 0.34% 71
2018
Q1
$606K Sell
4,000
-3,400
-46% -$515K 0.58% 49
2017
Q4
$1.02M Buy
+7,400
New +$1.02M 0.97% 35