Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-595,265
Closed -$18.3M 582
2016
Q3
$18.3M Buy
595,265
+55,294
+10% +$1.7M 0.57% 48
2016
Q2
$17.6M Sell
539,971
-10,485
-2% -$342K 0.59% 47
2016
Q1
$16.3M Sell
550,456
-65,640
-11% -$1.94M 0.54% 52
2015
Q4
$16M Buy
616,096
+23,135
+4% +$601K 0.55% 54
2015
Q3
$14.6M Buy
592,961
+120,534
+26% +$2.97M 0.47% 59
2015
Q2
$12.7M Buy
472,427
+171,339
+57% +$4.6M 0.39% 74
2015
Q1
$7.43M Sell
301,088
-2,594
-0.9% -$64K 0.23% 85
2014
Q4
$7.7M Buy
303,682
+20,222
+7% +$513K 0.23% 88
2014
Q3
$7.55M Buy
283,460
+9,226
+3% +$246K 0.07% 94
2014
Q2
$7.32M Buy
274,234
+23,545
+9% +$629K 0.23% 75
2014
Q1
$6.64M Buy
250,689
+25,575
+11% +$677K 0.23% 76
2013
Q4
$5.98M Buy
225,114
+37,211
+20% +$988K 0.21% 76
2013
Q3
$4.8M Buy
187,903
+12,333
+7% +$315K 0.18% 115
2013
Q2
$4.69M Buy
+175,570
New +$4.69M 0.18% 112