Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,100
Closed -$241K 135
2018
Q4
$241K Buy
6,100
+758
+14% +$29.9K 0.09% 88
2018
Q3
$216K Buy
+5,342
New +$216K 0.07% 123
2018
Q2
Sell
-5,405
Closed -$233K 118
2018
Q1
$233K Buy
5,405
+545
+11% +$23.5K 0.08% 94
2017
Q4
$233K Hold
4,860
0.08% 87
2017
Q3
$228K Hold
4,860
0.08% 85
2017
Q2
$219K Hold
4,860
0.08% 97
2017
Q1
$215K Buy
+4,860
New +$215K 0.08% 95