Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,100
Closed -$378K 177
2017
Q2
$378K Buy
4,100
+1,500
+58% +$138K 0.09% 155
2017
Q1
$238K Buy
+2,600
New +$238K 0.05% 167
2014
Q3
Sell
-16,325
Closed -$573K 202
2014
Q2
$573K Sell
16,325
-16,525
-50% -$580K 0.1% 172
2014
Q1
$1.06M Sell
32,850
-17,625
-35% -$568K 0.21% 129
2013
Q4
$1.58M Hold
50,475
0.31% 97
2013
Q3
$1.39M Hold
50,475
0.28% 108
2013
Q2
$1.32M Buy
+50,475
New +$1.32M 0.28% 102