Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$551K Buy
4,405
+737
+20% +$92.2K 0.02% 518
2017
Q1
$430K Buy
+3,668
New +$430K 0.02% 528
2016
Q2
Sell
-2,632
Closed -$281K 679
2016
Q1
$281K Buy
+2,632
New +$281K 0.02% 590
2015
Q4
Sell
-6,802
Closed -$503K 846
2015
Q3
$503K Buy
+6,802
New +$503K 0.03% 466