Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-76,408
Closed -$2.77M 229
2017
Q1
$2.77M Buy
76,408
+34,392
+82% +$1.25M 0.69% 50
2016
Q4
$1.46M Buy
+42,016
New +$1.46M 0.59% 74
2016
Q2
Sell
-7,558
Closed -$239K 188
2016
Q1
$239K Sell
7,558
-21,542
-74% -$681K 0.16% 208
2015
Q4
$872K Buy
+29,100
New +$872K 0.5% 82