Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-14,473
Closed -$454K 1034
2017
Q1
$454K Buy
+14,473
New +$454K 0.02% 515
2016
Q1
Sell
-77,715
Closed -$1.44M 1058
2015
Q4
$1.44M Buy
77,715
+986
+1% +$18.2K 0.1% 243
2015
Q3
$1.38M Buy
+76,729
New +$1.38M 0.08% 287
2015
Q1
Sell
-28,739
Closed -$801K 965
2014
Q4
$801K Sell
28,739
-17,031
-37% -$475K 0.07% 320
2014
Q3
$1.45M Buy
+45,770
New +$1.45M 0.1% 258
2013
Q4
Sell
-31,676
Closed -$1.06M 696
2013
Q3
$1.06M Buy
+31,676
New +$1.06M 0.2% 128