Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-12,513
Closed -$238K 259
2016
Q4
$238K Sell
12,513
-10,954
-47% -$208K 0.01% 246
2016
Q3
$428K Sell
23,467
-11,567
-33% -$211K 0.02% 285
2016
Q2
$490K Buy
+35,034
New +$490K 0.02% 284
2014
Q4
Sell
-148,844
Closed -$3.98M 350
2014
Q3
$3.98M Buy
148,844
+140,066
+1,596% +$3.74M 0.24% 138
2014
Q2
$225K Buy
+8,778
New +$225K 0.01% 338