Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,577
Closed -$166K 652
2017
Q1
$166K Sell
3,577
-34,644
-91% -$1.61M 0.04% 183
2016
Q4
$1.48M Buy
38,221
+22,219
+139% +$859K 0.29% 59
2016
Q3
$690K Sell
16,002
-16,554
-51% -$713K 0.1% 122
2016
Q2
$1.2M Sell
32,556
-33,036
-50% -$1.22M 0.2% 78
2016
Q1
$2.41M Buy
65,592
+20,877
+47% +$768K 0.32% 51
2015
Q4
$1.57M Sell
44,715
-27,903
-38% -$977K 0.21% 56
2015
Q3
$2.54M Buy
72,618
+68,987
+1,900% +$2.42M 0.32% 50
2015
Q2
$127K Buy
+3,631
New +$127K 0.01% 213
2015
Q1
Sell
-54,040
Closed -$1.89M 515
2014
Q4
$1.89M Buy
+54,040
New +$1.89M 0.26% 60