Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$336K Sell
13,000
-17,500
-57% -$452K 0.18% 74
2017
Q4
$638K Buy
+30,500
New +$638K 0.11% 76
2017
Q3
Sell
-3,000
Closed -$75K 466
2017
Q2
$75K Sell
3,000
-13,700
-82% -$343K 0.02% 227
2017
Q1
$394K Buy
16,700
+2,400
+17% +$56.6K 0.05% 196
2016
Q4
$349 Buy
+14,300
New +$349 0.02% 112