Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-15,277
Closed -$261K 801
2016
Q4
$261K Buy
15,277
+790
+5% +$13.5K 0.02% 533
2016
Q3
$197K Buy
+14,487
New +$197K 0.01% 531
2016
Q1
Sell
-37,365
Closed -$399K 799
2015
Q4
$399K Buy
+37,365
New +$399K 0.03% 519
2014
Q4
Sell
-14,079
Closed -$148K 705
2014
Q3
$148K Sell
14,079
-24,590
-64% -$258K 0.01% 708
2014
Q2
$416K Buy
+38,669
New +$416K 0.03% 456
2014
Q1
Sell
-25,805
Closed -$271K 700
2013
Q4
$271K Buy
+25,805
New +$271K 0.04% 434
2013
Q3
Sell
-20,373
Closed -$198K 474
2013
Q2
$198K Buy
+20,373
New +$198K 0.03% 476