Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,540
Closed -$296K 534
2017
Q4
$296K Sell
1,540
-74
-5% -$14.2K 0.21% 56
2017
Q3
$293K Buy
+1,614
New +$293K 0.18% 59
2016
Q4
Sell
-3,209
Closed -$316K 326
2016
Q3
$316K Buy
+3,209
New +$316K 0.33% 35