Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,303
Closed -$95K 290
2018
Q2
$95K Sell
2,303
-10,953
-83% -$452K 0.03% 220
2018
Q1
$170K Buy
13,256
+2,270
+21% +$29.1K 0.03% 382
2017
Q4
$519K Buy
+10,986
New +$519K 0.07% 225