Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-10,398
Closed -$357K 241
2017
Q4
$357K Buy
10,398
+1,634
+19% +$56.1K 0.38% 118
2017
Q3
$261K Buy
+8,764
New +$261K 0.24% 191
2017
Q1
Sell
-17,813
Closed -$377K 699
2016
Q4
$377K Buy
17,813
+11,435
+179% +$242K 0.25% 139
2016
Q3
$144K Sell
6,378
-8,627
-57% -$195K 0.11% 336
2016
Q2
$341K Buy
15,005
+1,979
+15% +$45K 0.36% 87
2016
Q1
$365K Buy
13,026
+11,392
+697% +$319K 0.44% 55
2015
Q4
$40K Buy
+1,634
New +$40K 0.04% 394