Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-27,400
Closed -$481K 67
2018
Q1
$481K Hold
27,400
0.37% 44
2017
Q4
$450K Sell
27,400
-10,000
-27% -$164K 0.33% 43
2017
Q3
$581K Hold
37,400
0.48% 38
2017
Q2
$580K Buy
37,400
+3,500
+10% +$54.3K 0.48% 40
2017
Q1
$461K Buy
+33,900
New +$461K 0.41% 40