Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$635K Buy
18,738
+4,537
+32% +$154K 0.03% 493
2017
Q1
$787K Buy
+14,201
New +$787K 0.04% 393
2016
Q3
Sell
-11,860
Closed -$763K 676
2016
Q2
$763K Buy
+11,860
New +$763K 0.04% 376
2015
Q4
Sell
-7,344
Closed -$419K 909
2015
Q3
$419K Buy
7,344
+995
+16% +$56.8K 0.03% 508
2015
Q2
$419K Buy
+6,349
New +$419K 0.02% 564