Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,020
Closed -$235K 76
2017
Q4
$235K Sell
4,020
-2,200
-35% -$129K 0.28% 74
2017
Q3
$299K Buy
6,220
+160
+3% +$7.69K 0.37% 57
2017
Q2
$293K Sell
6,060
-340
-5% -$16.4K 0.36% 59
2017
Q1
$284K Sell
6,400
-1,100
-15% -$48.8K 0.35% 58
2016
Q4
$281K Buy
+7,500
New +$281K 0.25% 54