Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,679
Closed -$293K 157
2018
Q2
$293K Sell
3,679
-2,399
-39% -$191K 1.36% 31
2018
Q1
$404K Buy
+6,078
New +$404K 1.05% 29
2017
Q2
Hold
0
236
2017
Q1
Hold
0
262
2016
Q1
Sell
-4,759
Closed -$297K 191
2015
Q4
$297K Buy
+4,759
New +$297K 0.25% 29
2014
Q4
Hold
0
228
2014
Q3
Hold
0
179