Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-17,940
Closed -$689K 131
2018
Q3
$689K Sell
17,940
-3,458
-16% -$133K 0.38% 82
2018
Q2
$978K Sell
21,398
-105
-0.5% -$4.8K 0.56% 57
2018
Q1
$1.06M Buy
21,503
+2,080
+11% +$102K 0.59% 50
2017
Q4
$809K Buy
+19,423
New +$809K 0.45% 78