Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-8,726
Closed -$253K 502
2017
Q2
$253K Buy
+8,726
New +$253K 0.24% 192
2015
Q2
Sell
-48,209
Closed -$1.29M 275
2015
Q1
$1.29M Buy
48,209
+2,123
+5% +$56.7K 0.81% 36
2014
Q4
$1.29M Buy
+46,086
New +$1.29M 0.79% 33