Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,243
Closed -$469K 70
2018
Q3
$469K Sell
3,243
-209
-6% -$30.2K 0.31% 43
2018
Q2
$461K Sell
3,452
-104
-3% -$13.9K 0.35% 41
2018
Q1
$522K Sell
3,556
-733
-17% -$108K 0.43% 38
2017
Q4
$629K Buy
+4,289
New +$629K 0.52% 35