Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-6,965
Closed -$516K 257
2017
Q1
$516K Sell
6,965
-20,649
-75% -$1.53M 0.13% 170
2016
Q4
$1.85M Buy
+27,614
New +$1.85M 0.75% 49
2016
Q1
Sell
-6,641
Closed -$346K 272
2015
Q4
$346K Buy
+6,641
New +$346K 0.2% 181