Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-722,745
Closed -$1.35M 96
2017
Q4
$1.35M Buy
722,745
+15,762
+2% +$29.5K 0.23% 63
2017
Q3
$2.75M Buy
706,983
+35,789
+5% +$139K 0.49% 53
2017
Q2
$3.45M Buy
671,194
+11,831
+2% +$60.8K 0.63% 48
2017
Q1
$3.88M Buy
+659,363
New +$3.88M 0.74% 46