Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-10,161
Closed -$182K 136
2017
Q1
$182K Buy
10,161
+10
+0.1% +$179 0.08% 125
2016
Q4
$151K Buy
10,151
+9
+0.1% +$134 0.07% 127
2016
Q3
$158K Buy
+10,142
New +$158K 0.07% 129
2015
Q3
Sell
-16,171
Closed -$220K 130
2015
Q2
$220K Sell
16,171
-3,647
-18% -$49.6K 0.12% 114
2015
Q1
$874K Buy
19,818
+2,568
+15% +$113K 0.51% 54
2014
Q4
$314K Buy
+17,250
New +$314K 0.19% 100