Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$2.09M Buy
72,204
+13,128
+22% +$380K 3.32% 12
2017
Q2
$1.89M Sell
59,076
-6,564
-10% -$210K 3.14% 14
2017
Q1
$2.11M Sell
65,640
-972
-1% -$31.3K 3.48% 13
2016
Q4
$1.81M Buy
+66,612
New +$1.81M 5.32% 6