Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-99,564
Closed -$1.1M 213
2018
Q1
$1.1M Buy
99,564
+81,353
+447% +$901K 0.11% 98
2017
Q4
$227K Sell
18,211
-8,491
-32% -$106K 0.03% 577
2017
Q3
$320K Buy
26,702
+133
+0.5% +$1.59K 0.08% 277
2017
Q2
$297K Buy
+26,569
New +$297K 0.08% 286