Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-25,535
Closed -$865K 836
2016
Q4
$865K Buy
25,535
+426
+2% +$14.4K 0.23% 156
2016
Q3
$1.11M Buy
+25,109
New +$1.11M 0.27% 141