Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-9,239
Closed -$505K 555
2017
Q3
$505K Sell
9,239
-22,955
-71% -$1.25M 0.06% 287
2017
Q2
$1.59M Buy
32,194
+11,293
+54% +$557K 0.16% 198
2017
Q1
$1.14M Buy
+20,901
New +$1.14M 0.07% 397
2016
Q2
Sell
-14,824
Closed -$542K 1107
2016
Q1
$542K Buy
+14,824
New +$542K 0.03% 600
2014
Q3
Sell
-4,435
Closed -$394K 518
2014
Q2
$394K Buy
+4,435
New +$394K 0.2% 192