Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-11,731
Closed -$545K 5024
2017
Q1
$545K Sell
11,731
-537
-4% -$24.9K 0.01% 1023
2016
Q4
$474K Sell
12,268
-2,117
-15% -$81.8K 0.01% 1052
2016
Q3
$619K Sell
14,385
-21,591
-60% -$929K 0.01% 859
2016
Q2
$1.35M Buy
+35,976
New +$1.35M 0.04% 500