Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-55,614
Closed -$2.14M 33
2017
Q4
$2.14M Buy
55,614
+171
+0.3% +$6.58K 1.04% 18
2017
Q3
$1.92M Sell
55,443
-955
-2% -$33.1K 0.83% 21
2017
Q2
$1.73M Sell
56,398
-940
-2% -$28.9K 0.62% 25
2017
Q1
$1.73M Sell
57,338
-1,026
-2% -$30.9K 0.57% 29
2016
Q4
$1.87M Sell
58,364
-1,061
-2% -$34K 0.58% 33
2016
Q3
$1.76M Hold
59,425
0.49% 31
2016
Q2
$1.78M Buy
+59,425
New +$1.78M 0.6% 26