Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$1.24M Buy
9,800
+4,700
+92% +$592K 1.26% 35
2017
Q2
$584K Buy
+5,100
New +$584K 0.73% 40
2015
Q1
Sell
-18,900
Closed -$2.42M 88
2014
Q4
$2.42M Sell
18,900
-8,400
-31% -$1.08M 1.36% 24
2014
Q3
$3.31M Buy
+27,300
New +$3.31M 2.39% 17