Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-24,835
Closed -$246K 431
2018
Q3
$246K Sell
24,835
-28,583
-54% -$283K 0.02% 394
2018
Q2
$568K Buy
53,418
+1,795
+3% +$19.1K 0.04% 274
2018
Q1
$635K Buy
51,623
+1,096
+2% +$13.5K 0.05% 256
2017
Q4
$685K Buy
50,527
+3,657
+8% +$49.6K 0.05% 242
2017
Q3
$585K Sell
46,870
-17,941
-28% -$224K 0.07% 187
2017
Q2
$797K Buy
+64,811
New +$797K 0.08% 177