Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-72,259
Closed -$2.41M 1384
2017
Q3
$2.41M Sell
72,259
-16,691
-19% -$556K 0.04% 612
2017
Q2
$2.56M Sell
88,950
-17,141
-16% -$492K 0.05% 561
2017
Q1
$3.12M Sell
106,091
-28,223
-21% -$829K 0.07% 503
2016
Q4
$3.09M Sell
134,314
-154,772
-54% -$3.56M 0.09% 396
2016
Q3
$7.72M Buy
289,086
+177,768
+160% +$4.75M 0.29% 58
2016
Q2
$2.78M Buy
111,318
+82,540
+287% +$2.06M 0.15% 168
2016
Q1
$846K Sell
28,778
-173,650
-86% -$5.1M 0.05% 431
2015
Q4
$5.67M Buy
202,428
+143,322
+242% +$4.01M 0.44% 34
2015
Q3
$1.52M Sell
59,106
-99,845
-63% -$2.56M 0.24% 150
2015
Q2
$4.46M Buy
158,951
+63,311
+66% +$1.77M 0.18% 238
2015
Q1
$3.24M Buy
95,640
+29,231
+44% +$990K 0.13% 370
2014
Q4
$2.43M Buy
66,409
+51,815
+355% +$1.89M 0.13% 370
2014
Q3
$509K Buy
+14,594
New +$509K 0.04% 483