Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-10,069
Closed -$257K 340
2018
Q1
$257K Buy
+10,069
New +$257K 0.17% 205
2016
Q4
Sell
-2,781
Closed -$117K 835
2016
Q3
$117K Sell
2,781
-50
-2% -$2.1K 0.09% 391
2016
Q2
$128K Sell
2,831
-18
-0.6% -$814 0.14% 262
2016
Q1
$142K Buy
+2,849
New +$142K 0.17% 231