Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,530
Closed -$214K 531
2017
Q4
$214K Sell
4,530
-65
-1% -$3.07K 0.01% 398
2017
Q3
$207K Buy
+4,595
New +$207K 0.01% 481
2015
Q4
Sell
-9,549
Closed -$322K 500
2015
Q3
$322K Buy
9,549
+1,312
+16% +$44.2K 0.02% 370
2015
Q2
$329K Sell
8,237
-7
-0.1% -$280 0.02% 397
2015
Q1
$310K Sell
8,244
-564
-6% -$21.2K 0.02% 406
2014
Q4
$358K Buy
8,808
+175
+2% +$7.11K 0.02% 390
2014
Q3
$379K Buy
8,633
+127
+1% +$5.58K 0.02% 380
2014
Q2
$372K Buy
8,506
+243
+3% +$10.6K 0.02% 375
2014
Q1
$362K Buy
+8,263
New +$362K 0.02% 389
2013
Q3
Sell
-7,613
Closed -$341K 519
2013
Q2
$341K Buy
+7,613
New +$341K 0.02% 384