Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,504
Closed -$249K 267
2017
Q4
$249K Sell
7,504
-7,869
-51% -$261K 0.07% 260
2017
Q3
$508K Sell
15,373
-2,450
-14% -$81K 0.1% 222
2017
Q2
$529K Buy
17,823
+3,112
+21% +$92.4K 0.08% 258
2017
Q1
$476K Buy
14,711
+1,224
+9% +$39.6K 0.06% 296
2016
Q4
$435K Buy
13,487
+4,360
+48% +$141K 0.06% 297
2016
Q3
$263K Buy
9,127
+464
+5% +$13.4K 0.04% 388
2016
Q2
$280K Buy
+8,663
New +$280K 0.04% 347