Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-10,033
Closed -$309K 523
2017
Q4
$309K Sell
10,033
-551
-5% -$17K 0.03% 380
2017
Q3
$310K Sell
10,584
-953
-8% -$27.9K 0.04% 351
2017
Q2
$341K Buy
11,537
+353
+3% +$10.4K 0.04% 311
2017
Q1
$297K Buy
11,184
+857
+8% +$22.8K 0.04% 367
2016
Q4
$267K Buy
10,327
+2,306
+29% +$59.6K 0.03% 405
2016
Q3
$221K Buy
+8,021
New +$221K 0.03% 455