Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-10,657
Closed -$695K 117
2017
Q4
$695K Buy
10,657
+5,836
+121% +$381K 0.59% 60
2017
Q3
$284K Buy
+4,821
New +$284K 0.11% 186
2017
Q2
Sell
-45,705
Closed -$2.52M 296
2017
Q1
$2.52M Buy
+45,705
New +$2.52M 0.63% 60
2016
Q3
Sell
-6,614
Closed -$462K 261
2016
Q2
$462K Buy
+6,614
New +$462K 0.25% 148
2016
Q1
Sell
-14,338
Closed -$1.04M 330
2015
Q4
$1.04M Buy
+14,338
New +$1.04M 0.59% 69