Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$219K Sell
36,700
-500
-1% -$2.98K 0.27% 95
2017
Q2
$229K Sell
37,200
-9,200
-20% -$56.6K 0.27% 94
2017
Q1
$251K Buy
46,400
+1,000
+2% +$5.41K 0.27% 91
2016
Q4
$218K Buy
+45,400
New +$218K 0.23% 96
2013
Q3
Sell
-49,635
Closed -$186K 167
2013
Q2
$186K Buy
+49,635
New +$186K 0.1% 139