Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-8,762
Closed -$1.16M 180
2017
Q3
$1.16M Sell
8,762
-3,834
-30% -$506K 0.46% 91
2017
Q2
$1.68M Buy
+12,596
New +$1.68M 0.36% 121
2017
Q1
Sell
-1,945
Closed -$233K 227
2016
Q4
$233K Sell
1,945
-11,793
-86% -$1.41M 0.09% 190
2016
Q3
$1.72M Buy
+13,738
New +$1.72M 0.74% 44
2016
Q2
Sell
-4,870
Closed -$614K 199
2016
Q1
$614K Buy
+4,870
New +$614K 0.4% 87