Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-65,156
Closed -$1.38M 97
2017
Q2
$1.38M Sell
65,156
-45,400
-41% -$958K 0.78% 39
2017
Q1
$1.66M Hold
110,556
0.96% 36
2016
Q4
$1.54M Buy
+110,556
New +$1.54M 0.92% 35