Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-158,085
Closed -$7.2M 86
2017
Q3
$7.2M Buy
158,085
+29,061
+23% +$1.32M 0.5% 37
2017
Q2
$5.97M Buy
129,024
+75,430
+141% +$3.49M 0.45% 42
2017
Q1
$2.62M Buy
+53,594
New +$2.62M 0.21% 68