Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-8,538
Closed -$619K 10
2017
Q4
$619K Buy
8,538
+3,644
+74% +$264K 0.53% 77
2017
Q3
$323K Buy
+4,894
New +$323K 0.13% 181
2016
Q3
Sell
-33,932
Closed -$1.57M 181
2016
Q2
$1.57M Buy
33,932
+3,889
+13% +$180K 0.85% 37
2016
Q1
$1.5M Buy
+30,043
New +$1.5M 0.98% 11