Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-26,368
Closed -$1.7M 49
2017
Q3
$1.7M Buy
26,368
+2,413
+10% +$155K 1.34% 35
2017
Q2
$1.59M Sell
23,955
-298
-1% -$19.7K 1.4% 31
2017
Q1
$1.55M Buy
24,253
+4,137
+21% +$264K 1.46% 37
2016
Q4
$1.33M Buy
+20,116
New +$1.33M 1.31% 41
2015
Q3
$1.63M Buy
25,305
+1,231
+5% +$79.1K 4.53% 2
2015
Q2
$1.45M Buy
+24,074
New +$1.45M 1.96% 15