Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-7,187
Closed -$257K 159
2017
Q3
$257K Sell
7,187
-1,068
-13% -$38.2K 0.1% 124
2017
Q2
$272K Buy
8,255
+1,126
+16% +$37.1K 0.1% 120
2017
Q1
$286K Sell
7,129
-303
-4% -$12.2K 0.11% 115
2016
Q4
$278K Sell
7,432
-821
-10% -$30.7K 0.12% 113
2016
Q3
$303K Sell
8,253
-991
-11% -$36.4K 0.13% 113
2016
Q2
$311K Buy
+9,244
New +$311K 0.14% 111