Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-7,782
Closed -$1.31M 78
2018
Q1
$1.31M Sell
7,782
-387
-5% -$64.9K 0.4% 31
2017
Q4
$1.66M Sell
8,169
-30
-0.4% -$6.09K 0.51% 22
2017
Q3
$1.53M Sell
8,199
-678
-8% -$127K 0.51% 19
2017
Q2
$1.49M Sell
8,877
-241
-3% -$40.3K 0.51% 21
2017
Q1
$1.34M Sell
9,118
-104
-1% -$15.2K 0.49% 25
2016
Q4
$1.35M Buy
+9,222
New +$1.35M 0.55% 27