Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,330
Closed -$639K 340
2017
Q4
$639K Buy
7,330
+4,043
+123% +$352K 0.68% 31
2017
Q3
$278K Buy
+3,287
New +$278K 0.25% 178