Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$50K Sell
752
-21,062
-97% -$1.4M 0.01% 550
2017
Q2
$1.51M Sell
21,814
-585
-3% -$40.6K 0.22% 179
2017
Q1
$1.67M Buy
22,399
+4,914
+28% +$365K 0.33% 80
2016
Q4
$1.48M Sell
17,485
-3,278
-16% -$278K 0.35% 62
2016
Q3
$1.44M Buy
20,763
+1,780
+9% +$123K 0.3% 80
2016
Q2
$1.11M Sell
18,983
-287
-1% -$16.8K 0.27% 124
2016
Q1
$1.03M Sell
19,270
-463
-2% -$24.7K 0.27% 127
2015
Q4
$903K Sell
19,733
-18,631
-49% -$853K 0.26% 143
2015
Q3
$1.54M Buy
+38,364
New +$1.54M 0.36% 53