Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$314K Sell
16,846
-11,708
-41% -$218K 0.01% 653
2017
Q1
$535K Buy
+28,554
New +$535K 0.03% 474
2016
Q4
Sell
-73,681
Closed -$1.44M 919
2016
Q3
$1.44M Sell
73,681
-37,945
-34% -$739K 0.09% 273
2016
Q2
$1.75M Buy
+111,626
New +$1.75M 0.1% 238
2015
Q4
Sell
-125,493
Closed -$1.32M 1138
2015
Q3
$1.32M Buy
125,493
+36,601
+41% +$384K 0.08% 297
2015
Q2
$1.42M Buy
+88,892
New +$1.42M 0.08% 281
2015
Q1
Sell
-70,703
Closed -$1.6M 1020
2014
Q4
$1.6M Buy
70,703
+40,352
+133% +$911K 0.13% 197
2014
Q3
$599K Buy
+30,351
New +$599K 0.04% 409
2013
Q3
Sell
-36,363
Closed -$831K 709
2013
Q2
$831K Buy
+36,363
New +$831K 0.12% 193