Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-232,554
Closed -$2.92M 41
2018
Q2
$2.92M Sell
232,554
-368,867
-61% -$4.63M 0.57% 29
2018
Q1
$4.94M Sell
601,421
-59,907
-9% -$492K 0.98% 27
2017
Q4
$4.4M Buy
+661,328
New +$4.4M 1.38% 21