Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-9,227
Closed -$203K 227
2017
Q4
$203K Sell
9,227
-366
-4% -$8.05K 0.08% 216
2017
Q3
$229K Buy
+9,593
New +$229K 0.09% 193
2014
Q4
Sell
-13,725
Closed -$164K 291
2014
Q3
$164K Buy
13,725
+65
+0.5% +$777 0.1% 281
2014
Q2
$146K Sell
13,660
-30
-0.2% -$321 0.09% 295
2014
Q1
$147K Buy
+13,690
New +$147K 0.09% 282