Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,226
Closed -$104K 784
2017
Q1
$104K Sell
2,226
-6,023
-73% -$281K 0.01% 883
2016
Q4
$373K Sell
8,249
-15,395
-65% -$696K 0.02% 649
2016
Q3
$844K Buy
23,644
+17,809
+305% +$636K 0.04% 543
2016
Q2
$193K Buy
+5,835
New +$193K 0.01% 836
2015
Q1
Sell
-4,013
Closed -$344K 574
2014
Q4
$344K Buy
+4,013
New +$344K 0.11% 311