Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,847
Closed -$304K 193
2018
Q3
$304K Buy
3,847
+16
+0.4% +$1.26K 0.25% 110
2018
Q2
$292K Hold
3,831
0.18% 116
2018
Q1
$285K Buy
3,831
+158
+4% +$11.8K 0.16% 128
2017
Q4
$291K Sell
3,673
-32
-0.9% -$2.54K 0.17% 100
2017
Q3
$242K Buy
+3,705
New +$242K 0.14% 131