Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,873
Closed -$473K 77
2018
Q2
$473K Buy
2,873
+60
+2% +$9.88K 0.45% 52
2018
Q1
$501K Buy
2,813
+765
+37% +$136K 0.49% 47
2017
Q4
$403K Buy
2,048
+90
+5% +$17.7K 0.35% 57
2017
Q3
$344K Buy
1,958
+562
+40% +$98.7K 0.31% 64
2017
Q2
$243K Buy
+1,396
New +$243K 0.18% 106