Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-5,565
Closed -$969K 104
2018
Q4
$969K Hold
5,565
0.49% 54
2018
Q3
$1.01M Sell
5,565
-80
-1% -$14.5K 0.45% 56
2018
Q2
$953K Buy
5,645
+138
+3% +$23.3K 0.46% 57
2018
Q1
$823K Buy
5,507
+254
+5% +$38K 0.4% 57
2017
Q4
$815K Buy
5,253
+93
+2% +$14.4K 0.37% 57
2017
Q3
$790K Buy
+5,160
New +$790K 0.37% 57