Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$646K Buy
3,610
+219
+6% +$39.2K 0.07% 222
2017
Q1
$585K Sell
3,391
-348
-9% -$60K 0.07% 240
2016
Q4
$615K Sell
3,739
-166
-4% -$27.3K 0.08% 218
2016
Q3
$711K Sell
3,905
-500
-11% -$91K 0.09% 194
2016
Q2
$727K Buy
4,405
+752
+21% +$124K 0.1% 175
2016
Q1
$697K Buy
+3,653
New +$697K 0.1% 177
2014
Q2
Sell
-2,993
Closed -$456K 443
2014
Q1
$456K Buy
2,993
+37
+1% +$5.64K 0.09% 196
2013
Q4
$526K Sell
2,956
-65
-2% -$11.6K 0.1% 154
2013
Q3
$469K Buy
3,021
+89
+3% +$13.8K 0.1% 157
2013
Q2
$277K Buy
+2,932
New +$277K 0.06% 254