Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-14,150
Closed -$214K 711
2017
Q2
$214K Sell
14,150
-17,031
-55% -$258K 0.16% 252
2017
Q1
$575K Sell
31,181
-3,642
-10% -$67.2K 0.39% 33
2016
Q4
$359K Buy
+34,823
New +$359K 0.24% 150