Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-10,977
Closed -$414K 145
2018
Q1
$414K Sell
10,977
-1,040
-9% -$39.2K 0.31% 82
2017
Q4
$462K Sell
12,017
-734
-6% -$28.2K 0.39% 66
2017
Q3
$442K Sell
12,751
-219
-2% -$7.59K 1.9% 13
2017
Q2
$398 Sell
12,970
-217
-2% -$7 ﹤0.01% 64
2017
Q1
$397 Buy
+13,187
New +$397 ﹤0.01% 106