Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,610
Closed -$363K 920
2016
Q4
$363K Sell
4,610
-26,059
-85% -$2.05M 0.03% 454
2016
Q3
$2.57M Buy
+30,669
New +$2.57M 0.15% 194
2014
Q1
Sell
-8,130
Closed -$355K 809
2013
Q4
$355K Buy
+8,130
New +$355K 0.05% 376
2013
Q3
Sell
-21,981
Closed -$731K 594
2013
Q2
$731K Buy
+21,981
New +$731K 0.11% 210