Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$717K Buy
23,807
+1,538
+7% +$46.3K 0.44% 57
2016
Q4
$713K Buy
22,269
+132
+0.6% +$4.23K 0.45% 53
2016
Q3
$655K Sell
22,137
-1,028
-4% -$30.4K 0.4% 65
2016
Q2
$692K Sell
23,165
-2,137
-8% -$63.8K 0.43% 58
2016
Q1
$642K Sell
25,302
-575
-2% -$14.6K 0.36% 69
2015
Q4
$681K Buy
25,877
+562
+2% +$14.8K 0.39% 65
2015
Q3
$651K Sell
25,315
-120
-0.5% -$3.09K 0.41% 67
2015
Q2
$855K Sell
25,435
-1,285
-5% -$43.2K 0.49% 61
2015
Q1
$867K Buy
26,720
+510
+2% +$16.5K 0.48% 58
2014
Q4
$829K Buy
+26,210
New +$829K 0.63% 42
2014
Q1
$867K Buy
+27,104
New +$867K 0.48% 58