Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-7,837
Closed -$271K 918
2016
Q4
$271K Sell
7,837
-9,895
-56% -$342K 0.02% 522
2016
Q3
$600K Buy
+17,732
New +$600K 0.04% 411
2016
Q2
Sell
-79,725
Closed -$2.37M 799
2016
Q1
$2.37M Buy
79,725
+60,742
+320% +$1.8M 0.16% 148
2015
Q4
$747K Buy
+18,983
New +$747K 0.05% 363
2015
Q1
Sell
-6,822
Closed -$501K 922
2014
Q4
$501K Buy
+6,822
New +$501K 0.04% 391