Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-12,178
Closed -$268K 124
2017
Q3
$268K Buy
12,178
+3,978
+49% +$87.5K 0.02% 134
2017
Q2
$205K Sell
8,200
-500
-6% -$12.5K 0.02% 165
2017
Q1
$205K Buy
8,700
+500
+6% +$11.8K 0.02% 111
2016
Q4
$200K Buy
+8,200
New +$200K 0.02% 228
2014
Q2
Sell
-28,000
Closed -$637K 121
2014
Q1
$637K Buy
+28,000
New +$637K 0.05% 134