Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-4,343
Closed -$300K 842
2017
Q1
$300K Sell
4,343
-2,924
-40% -$202K 0.01% 618
2016
Q4
$543K Buy
+7,267
New +$543K 0.04% 354
2014
Q3
Sell
-10,313
Closed -$806K 797
2014
Q2
$806K Buy
10,313
+1,650
+19% +$129K 0.07% 309
2014
Q1
$603K Buy
+8,663
New +$603K 0.11% 314