Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-16,127
Closed -$252K 174
2017
Q4
$252K Sell
16,127
-125,105
-89% -$1.95M 0.09% 207
2017
Q3
$1.96M Buy
+141,232
New +$1.96M 0.56% 43
2015
Q1
Sell
-25,006
Closed -$353K 308
2014
Q4
$353K Buy
+25,006
New +$353K 0.19% 148
2014
Q1
Sell
-52,678
Closed -$783K 462
2013
Q4
$783K Buy
+52,678
New +$783K 0.15% 237
2013
Q3
Sell
-38,052
Closed -$591K 454
2013
Q2
$591K Buy
+38,052
New +$591K 0.16% 193