Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-27,992
Closed -$717K 794
2017
Q1
$717K Buy
27,992
+3,265
+13% +$83.6K 0.03% 489
2016
Q4
$681K Buy
+24,727
New +$681K 0.04% 374
2014
Q4
Sell
-12,206
Closed -$374K 160
2014
Q3
$374K Buy
12,206
+214
+2% +$6.56K 0.03% 122
2014
Q2
$467K Buy
11,992
+130
+1% +$5.06K 0.03% 128
2014
Q1
$475K Buy
11,862
+2,699
+29% +$108K 0.04% 101
2013
Q4
$435K Buy
9,163
+526
+6% +$25K 0.04% 116
2013
Q3
$361K Buy
8,637
+1,288
+18% +$53.8K 0.04% 124
2013
Q2
$332K Buy
+7,349
New +$332K 0.04% 116