Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-4,340
Closed -$244K 243
2018
Q1
$244K Sell
4,340
-886
-17% -$49.8K 0.08% 179
2017
Q4
$296K Sell
5,226
-86
-2% -$4.87K 0.09% 162
2017
Q3
$297K Sell
5,312
-528
-9% -$29.5K 0.11% 153
2017
Q2
$297K Buy
+5,840
New +$297K 0.13% 140