Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,639
Closed -$339K 222
2017
Q4
$339K Sell
7,639
-12,424
-62% -$551K 0.09% 185
2017
Q3
$1.02M Buy
20,063
+16
+0.1% +$812 0.29% 98
2017
Q2
$1.08M Buy
20,047
+424
+2% +$22.9K 0.32% 95
2017
Q1
$1.03M Buy
19,623
+12,000
+157% +$632K 0.32% 102
2016
Q4
$367K Buy
+7,623
New +$367K 0.12% 164