Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-8,669
Closed -$613K 865
2016
Q4
$613K Buy
8,669
+3,669
+73% +$259K 0.01% 229
2016
Q3
$298K Buy
+5,000
New +$298K 0.01% 360
2015
Q4
Hold
0
1190
2015
Q3
Hold
0
1268
2015
Q2
Hold
0
1253
2015
Q1
Hold
0
1288