Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-6,104
Closed -$350K 201
2016
Q4
$350K Hold
6,104
0.08% 135
2016
Q3
$314K Buy
+6,104
New +$314K 0.07% 141
2013
Q4
Sell
-10,257
Closed -$479K 261
2013
Q3
$479K Sell
10,257
-937
-8% -$43.8K 0.13% 102
2013
Q2
$405K Buy
+11,194
New +$405K 0.12% 121