Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$316K Buy
1,417
+85
+6% +$19K 0.44% 57
2017
Q4
$312K Buy
1,332
+15
+1% +$3.51K 0.38% 60
2017
Q3
$326K Buy
+1,317
New +$326K 0.4% 53
2015
Q2
Sell
-10,897
Closed -$2.27M 55
2015
Q1
$2.27M Buy
+10,897
New +$2.27M 1.23% 29
2014
Q4
Sell
-13,200
Closed -$2.88M 70
2014
Q3
$2.88M Buy
+13,200
New +$2.88M 1.51% 29