Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-7,376
Closed -$383K 631
2017
Q1
$383K Sell
7,376
-27,959
-79% -$1.45M 0.08% 413
2016
Q4
$1.96M Buy
35,335
+39
+0.1% +$2.16K 0.46% 26
2016
Q3
$1.73M Sell
35,296
-1,500
-4% -$73.5K 0.36% 50
2016
Q2
$1.87M Buy
36,796
+1,228
+3% +$62.3K 0.45% 22
2016
Q1
$1.66M Buy
35,568
+23,693
+200% +$1.11M 0.44% 23
2015
Q4
$487K Sell
11,875
-16,369
-58% -$671K 0.14% 300
2015
Q3
$1.1M Sell
28,244
-79,153
-74% -$3.09M 0.26% 134
2015
Q2
$3.88M Buy
107,397
+12,628
+13% +$456K 0.49% 57
2015
Q1
$3.58M Buy
94,769
+81,716
+626% +$3.08M 0.49% 60
2014
Q4
$518K Buy
+13,053
New +$518K 0.11% 275