Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$930K Sell
7,641
-8,588
-53% -$1.05M 0.04% 425
2017
Q1
$1.82M Buy
16,229
+6,016
+59% +$674K 0.09% 242
2016
Q4
$963K Buy
+10,213
New +$963K 0.08% 246
2016
Q2
Sell
-4,104
Closed -$396K 790
2016
Q1
$396K Buy
+4,104
New +$396K 0.03% 504
2015
Q2
Sell
-5,022
Closed -$521K 993
2015
Q1
$521K Buy
+5,022
New +$521K 0.03% 482
2013
Q3
Sell
-19,112
Closed -$1.16M 589
2013
Q2
$1.16M Buy
+19,112
New +$1.16M 0.17% 142