Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$410K Sell
5,400
-780
-13% -$59.2K 0.57% 43
2017
Q4
$455K Sell
6,180
-2,025
-25% -$149K 0.55% 43
2017
Q3
$525K Buy
+8,205
New +$525K 0.64% 43