Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-172
Closed -$25K 200
2018
Q3
$25K Buy
+172
New +$25K 0.04% 256
2018
Q1
Sell
-73
Closed -$13K 502
2017
Q4
$13K Buy
+73
New +$13K 0.01% 326
2017
Q1
Sell
-1,414
Closed -$187K 375
2016
Q4
$187K Buy
+1,414
New +$187K 0.19% 135
2016
Q3
Sell
-5,531
Closed -$563K 326
2016
Q2
$563K Buy
+5,531
New +$563K 0.38% 124
2016
Q1
Sell
-2,539
Closed -$312K 325
2015
Q4
$312K Buy
+2,539
New +$312K 0.25% 44