Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-17,939
Closed -$582K 39
2018
Q3
$582K Sell
17,939
-4,090
-19% -$133K 0.59% 20
2018
Q2
$702K Sell
22,029
-500
-2% -$15.9K 0.69% 22
2018
Q1
$761K Sell
22,529
-1,800
-7% -$60.8K 0.12% 137
2017
Q4
$892K Buy
+24,329
New +$892K 0.06% 229