Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-91,543
Closed -$1.98M 125
2017
Q4
$1.98M Hold
91,543
0.67% 36
2017
Q3
$1.94M Buy
91,543
+5,638
+7% +$120K 0.65% 38
2017
Q2
$1.94M Buy
+85,905
New +$1.94M 0.7% 38