Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-23,255
Closed -$1.16M 568
2017
Q2
$1.16M Sell
23,255
-170
-0.7% -$8.47K 0.09% 350
2017
Q1
$1.4M Buy
+23,425
New +$1.4M 0.1% 324
2014
Q4
Sell
-5,246
Closed -$314K 409
2014
Q3
$314K Buy
+5,246
New +$314K 0.08% 308