Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-28,390
Closed -$1.53M 261
2017
Q3
$1.53M Sell
28,390
-20,092
-41% -$1.08M 0.61% 61
2017
Q2
$2.28M Buy
48,482
+9,208
+23% +$434K 0.49% 88
2017
Q1
$1.87M Buy
39,274
+4,527
+13% +$215K 0.47% 92
2016
Q4
$1.69M Buy
34,747
+20,894
+151% +$1.01M 0.68% 62
2016
Q3
$551K Buy
+13,853
New +$551K 0.24% 149
2016
Q2
Sell
-15,814
Closed -$577K 280
2016
Q1
$577K Buy
15,814
+8,866
+128% +$323K 0.38% 97
2015
Q4
$292K Buy
+6,948
New +$292K 0.17% 196