Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,465
Closed -$207K 289
2018
Q3
$207K Sell
2,465
-36,435
-94% -$3.06M 0.03% 266
2018
Q2
$3.56M Buy
38,900
+350
+0.9% +$32.1K 0.45% 66
2018
Q1
$3.28M Buy
38,550
+1,036
+3% +$88K 0.67% 45
2017
Q4
$3.18M Buy
+37,514
New +$3.18M 0.6% 51