Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-27,425
Closed -$1.49M 83
2017
Q4
$1.49M Buy
27,425
+523
+2% +$28.4K 1.26% 14
2017
Q3
$1.23M Sell
26,902
-1,125
-4% -$51.4K 1.12% 23
2017
Q2
$1.08M Sell
28,027
-749
-3% -$29K 1.03% 27
2017
Q1
$1.15M Buy
28,776
+9,111
+46% +$363K 1.11% 25
2016
Q4
$971K Buy
+19,665
New +$971K 0.92% 25