Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-23,291
Closed -$562K 1173
2017
Q4
$562K Buy
23,291
+701
+3% +$16.9K ﹤0.01% 845
2017
Q3
$540K Sell
22,590
-679
-3% -$16.2K ﹤0.01% 826
2017
Q2
$396K Buy
23,269
+5,809
+33% +$98.9K ﹤0.01% 920
2017
Q1
$313K Buy
+17,460
New +$313K ﹤0.01% 962
2014
Q3
Sell
-4,913
Closed -$222K 938
2014
Q2
$222K Sell
4,913
-1,637
-25% -$74K ﹤0.01% 875
2014
Q1
$247K Sell
6,550
-3,200
-33% -$121K ﹤0.01% 823
2013
Q4
$347K Buy
9,750
+1,650
+20% +$58.7K ﹤0.01% 722
2013
Q3
$247K Buy
+8,100
New +$247K ﹤0.01% 755