Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,504
Closed -$203K 425
2018
Q3
$203K Buy
+3,504
New +$203K 0.04% 240
2015
Q1
Sell
-4,125
Closed -$250K 145
2014
Q4
$250K Sell
4,125
-5,099
-55% -$309K 0.16% 122
2014
Q3
$616K Buy
9,224
+158
+2% +$10.6K 0.41% 74
2014
Q2
$697K Buy
9,066
+900
+11% +$69.2K 0.48% 64
2014
Q1
$635K Buy
8,166
+4,150
+103% +$323K 0.45% 66
2013
Q4
$322K Buy
+4,016
New +$322K 0.26% 88