Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,718
Closed -$385K 755
2017
Q1
$385K Buy
5,718
+1,204
+27% +$81.1K 0.02% 695
2016
Q4
$296K Sell
4,514
-8,193
-64% -$537K 0.02% 696
2016
Q3
$757K Buy
12,707
+3,406
+37% +$203K 0.04% 564
2016
Q2
$502K Buy
9,301
+4,406
+90% +$238K 0.02% 638
2016
Q1
$224K Buy
+4,895
New +$224K 0.01% 799