Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,356
Closed -$224K 307
2017
Q2
$224K Buy
1,356
+13
+1% +$2.15K 0.04% 258
2017
Q1
$234K Sell
1,343
-87
-6% -$15.2K 0.04% 256
2016
Q4
$244K Sell
1,430
-727
-34% -$124K 0.04% 243
2016
Q3
$418K Sell
2,157
-341
-14% -$66.1K 0.08% 191
2016
Q2
$460K Buy
+2,498
New +$460K 0.09% 178