Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-8,126
Closed -$428K 75
2017
Q1
$428K Sell
8,126
-924
-10% -$48.7K 0.18% 46
2016
Q4
$436K Sell
9,050
-98
-1% -$4.72K 0.19% 44
2016
Q3
$493K Buy
9,148
+98
+1% +$5.28K 0.23% 39
2016
Q2
$490K Buy
+9,050
New +$490K 0.26% 29