Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,101
Closed -$222K 1176
2017
Q2
$222K Sell
2,101
-2,100
-50% -$222K ﹤0.01% 1096
2017
Q1
$454K Sell
4,201
-1,990
-32% -$215K ﹤0.01% 994
2016
Q4
$683K Sell
6,191
-292
-5% -$32.2K ﹤0.01% 939
2016
Q3
$761K Buy
+6,483
New +$761K ﹤0.01% 921
2014
Q2
Sell
-6,817
Closed -$686K 1263
2014
Q1
$686K Sell
6,817
-2,100
-24% -$211K ﹤0.01% 928
2013
Q4
$1.02M Hold
8,917
0.01% 865
2013
Q3
$921K Sell
8,917
-4,288
-32% -$443K 0.01% 863
2013
Q2
$1.14M Buy
+13,205
New +$1.14M 0.01% 871