Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-24,404
Closed -$407K 982
2016
Q4
$407K Sell
24,404
-42,833
-64% -$714K 0.02% 624
2016
Q3
$1.02M Sell
67,237
-100,440
-60% -$1.52M 0.05% 457
2016
Q2
$2.22M Buy
167,677
+149,592
+827% +$1.98M 0.1% 293
2016
Q1
$280K Buy
+18,085
New +$280K 0.02% 757
2014
Q4
Sell
-38,981
Closed -$734K 522
2014
Q3
$734K Buy
38,981
+26,659
+216% +$502K 0.3% 103
2014
Q2
$294K Sell
12,322
-40,771
-77% -$973K 0.15% 238
2014
Q1
$1.42M Buy
53,093
+10,482
+25% +$280K 0.53% 25
2013
Q4
$1.36M Buy
+42,611
New +$1.36M 0.45% 23