Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-76,749
Closed -$3.98M 104
2017
Q3
$3.98M Buy
76,749
+622
+0.8% +$32.2K 0.32% 78
2017
Q2
$4.49M Buy
76,127
+7,392
+11% +$436K 0.39% 62
2017
Q1
$3.88M Sell
68,735
-5,557
-7% -$314K 0.38% 65
2016
Q4
$3.62M Buy
+74,292
New +$3.62M 0.29% 64