Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,475
Closed -$257K 310
2017
Q1
$257K Sell
5,475
-8,585
-61% -$403K 0.02% 267
2016
Q4
$618K Sell
14,060
-7,890
-36% -$347K 0.06% 199
2016
Q3
$775K Buy
21,950
+14,770
+206% +$521K 0.07% 184
2016
Q2
$228K Buy
+7,180
New +$228K 0.02% 290
2014
Q2
Sell
-19,710
Closed -$696K 388
2014
Q1
$696K Buy
+19,710
New +$696K 0.07% 219