Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-346
Closed -$412K 63
2017
Q1
$412K Hold
346
0.21% 51
2016
Q4
$313K Buy
+346
New +$313K 0.21% 51
2016
Q3
Sell
-1,848
Closed -$1.54M 73
2016
Q2
$1.54M Buy
1,848
+1,113
+151% +$929K 0.75% 31
2016
Q1
$498K Hold
735
0.24% 44
2015
Q4
$617K Buy
+735
New +$617K 0.27% 39