Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-12,449
Closed -$155K 576
2018
Q3
$155K Sell
12,449
-24,365
-66% -$303K 0.05% 246
2018
Q2
$495K Sell
36,814
-1,996
-5% -$26.8K 0.18% 136
2018
Q1
$526K Sell
38,810
-1,165
-3% -$15.8K 0.18% 135
2017
Q4
$624K Sell
39,975
-15,820
-28% -$247K 0.23% 112
2017
Q3
$1.11M Buy
55,795
+490
+0.9% +$9.73K 0.46% 56
2017
Q2
$1.03M Sell
55,305
-1,712
-3% -$31.9K 0.46% 54
2017
Q1
$1.07M Buy
57,017
+775
+1% +$14.5K 0.54% 48
2016
Q4
$1.18M Buy
+56,242
New +$1.18M 0.61% 38