Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,300
Closed -$154K 303
2016
Q4
$154K Sell
4,300
-71,800
-94% -$2.57M 0.03% 121
2016
Q3
$2.97M Hold
76,100
0.45% 62
2016
Q2
$3.06M Sell
76,100
-54,600
-42% -$2.19M 0.53% 58
2016
Q1
$4.76M Buy
130,700
+800
+0.6% +$29.1K 1.04% 36
2015
Q4
$4.25M Buy
+129,900
New +$4.25M 0.95% 39