Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-10,000
Closed -$116K 205
2017
Q1
$116K Sell
10,000
-3,000
-23% -$34.8K 0.03% 184
2016
Q4
$158K Sell
13,000
-5,000
-28% -$60.8K 0.04% 179
2016
Q3
$217K Buy
18,000
+5,135
+40% +$61.9K 0.05% 172
2016
Q2
$162K Buy
+12,865
New +$162K 0.04% 167
2013
Q3
Sell
-12,010
Closed -$186K 215
2013
Q2
$186K Buy
+12,010
New +$186K 0.04% 214