Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,658
Closed -$479K 277
2017
Q2
$479K Buy
6,658
+835
+14% +$60.1K 0.19% 175
2017
Q1
$439K Hold
5,823
0.14% 265
2016
Q4
$433K Sell
5,823
-798
-12% -$59.3K 0.12% 315
2016
Q3
$437K Buy
6,621
+1,164
+21% +$76.8K 0.1% 271
2016
Q2
$334K Buy
+5,457
New +$334K 0.06% 561
2013
Q4
Sell
-160,542
Closed -$9.58M 1596
2013
Q3
$9.58M Sell
160,542
-87,559
-35% -$5.23M 0.44% 16
2013
Q2
$15.1M Buy
+248,101
New +$15.1M 0.63% 7