Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$514K Buy
8,214
+2,732
+50% +$171K 0.02% 536
2017
Q1
$341K Buy
+5,482
New +$341K 0.02% 583
2015
Q4
Sell
-6,799
Closed -$405K 970
2015
Q3
$405K Buy
+6,799
New +$405K 0.02% 518
2014
Q4
Sell
-25,342
Closed -$1.02M 831
2014
Q3
$1.02M Buy
25,342
+6,452
+34% +$259K 0.07% 314
2014
Q2
$813K Buy
18,890
+10,358
+121% +$446K 0.07% 306
2014
Q1
$383K Sell
8,532
-3,185
-27% -$143K 0.07% 413
2013
Q4
$515K Buy
+11,717
New +$515K 0.07% 298