Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-7,926
Closed -$1.17M 115
2017
Q2
$1.17M Buy
7,926
+540
+7% +$79.4K 0.72% 46
2017
Q1
$1.23M Buy
7,386
+5,318
+257% +$886K 0.84% 36
2016
Q4
$328K Buy
2,068
+337
+19% +$53.5K 0.27% 67
2016
Q3
$263K Sell
1,731
-12
-0.7% -$1.82K 0.24% 63
2016
Q2
$253K Sell
1,743
-575
-25% -$83.5K 0.27% 58
2016
Q1
$336K Buy
+2,318
New +$336K 0.34% 56