Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,594
Closed -$446K 776
2018
Q2
$446K Sell
5,594
-2,099
-27% -$167K 0.01% 485
2018
Q1
$549K Buy
7,693
+76
+1% +$5.42K 0.01% 446
2017
Q4
$599K Buy
7,617
+1,435
+23% +$113K 0.01% 449
2017
Q3
$521K Buy
+6,182
New +$521K 0.01% 457