Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-4,500
Closed -$202K 130
2017
Q1
$202K Buy
+4,500
New +$202K 0.04% 125
2015
Q2
Sell
-15,690
Closed -$660K 115
2015
Q1
$660K Sell
15,690
-23,220
-60% -$977K 0.13% 70
2014
Q4
$1.76M Sell
38,910
-292,688
-88% -$13.3M 0.31% 43
2014
Q3
$12.6M Buy
331,598
+968
+0.3% +$36.7K 2.29% 21
2014
Q2
$13.8M Buy
+330,630
New +$13.8M 2.34% 22