Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$298K Sell
10,617
-20,698
-66% -$581K 0.01% 661
2017
Q1
$818K Sell
31,315
-1,048
-3% -$27.4K 0.04% 384
2016
Q4
$782K Sell
32,363
-803
-2% -$19.4K 0.06% 281
2016
Q3
$651K Buy
33,166
+18,369
+124% +$361K 0.04% 398
2016
Q2
$282K Sell
14,797
-3,003
-17% -$57.2K 0.02% 528
2016
Q1
$320K Sell
17,800
-281
-2% -$5.05K 0.02% 549
2015
Q4
$225K Sell
18,081
-2,052
-10% -$25.5K 0.02% 691
2015
Q3
$247K Buy
20,133
+9,113
+83% +$112K 0.01% 640
2015
Q2
$191K Sell
11,020
-20,268
-65% -$351K 0.01% 763
2015
Q1
$565K Buy
31,288
+8,538
+38% +$154K 0.03% 459
2014
Q4
$401K Buy
+22,750
New +$401K 0.03% 435
2014
Q3
Sell
-7,355
Closed -$205K 987
2014
Q2
$205K Buy
+7,355
New +$205K 0.02% 666
2014
Q1
Sell
-8,417
Closed -$263K 869
2013
Q4
$263K Sell
8,417
-6,191
-42% -$193K 0.03% 445
2013
Q3
$351K Buy
+14,608
New +$351K 0.07% 301