Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-8,582
Closed -$311K 207
2018
Q2
$311K Buy
8,582
+244
+3% +$8.84K 0.1% 168
2018
Q1
$336K Sell
8,338
-708
-8% -$28.5K 0.11% 152
2017
Q4
$341K Buy
9,046
+540
+6% +$20.4K 0.11% 150
2017
Q3
$327K Buy
8,506
+1,029
+14% +$39.6K 0.11% 149
2017
Q2
$261K Sell
7,477
-30
-0.4% -$1.05K 0.09% 154
2017
Q1
$252K Buy
7,507
+1,413
+23% +$47.4K 0.09% 158
2016
Q4
$181K Buy
+6,094
New +$181K 0.06% 188