Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-11,855
Closed -$376K 138
2017
Q4
$376K Sell
11,855
-2,602
-18% -$82.5K 0.29% 83
2017
Q3
$339K Buy
+14,457
New +$339K 0.26% 89