Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-76,297
Closed -$1.68M 576
2017
Q4
$1.68M Buy
76,297
+29,347
+63% +$644K 0.06% 199
2017
Q3
$1.12M Buy
46,950
+21,300
+83% +$508K 0.05% 186
2017
Q2
$404K Buy
+25,650
New +$404K 0.02% 411