Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-9,364
Closed -$239K 2265
2018
Q1
$239K Buy
+9,364
New +$239K ﹤0.01% 849
2017
Q4
Sell
-11,341
Closed -$223K 2199
2017
Q3
$223K Buy
+11,341
New +$223K ﹤0.01% 727
2016
Q4
Sell
-17,327
Closed -$726K 2138
2016
Q3
$726K Buy
+17,327
New +$726K 0.01% 359
2016
Q2
Hold
0
2043
2016
Q1
Hold
0
2137
2014
Q3
Sell
-6,408
Closed -$275K 2137
2014
Q2
$275K Buy
+6,408
New +$275K ﹤0.01% 791
2014
Q1
Hold
0
2212