Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-30,000
Closed -$2.52M 29
2018
Q3
$2.52M Buy
30,000
+10,000
+50% +$839K 0.25% 32
2018
Q2
$1.83M Hold
20,000
0.37% 28
2018
Q1
$1.7M Buy
20,000
+7,000
+54% +$595K 0.22% 41
2017
Q4
$1.1M Buy
+13,000
New +$1.1M 0.17% 40