Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-43,400
Closed -$1.52M 238
2017
Q2
$1.52M Buy
+43,400
New +$1.52M 0.32% 133
2016
Q3
Sell
-44,918
Closed -$1.05M 214
2016
Q2
$1.05M Sell
44,918
-21,539
-32% -$504K 0.57% 77
2016
Q1
$1.59M Buy
66,457
+25,754
+63% +$615K 1.03% 7
2015
Q4
$1.12M Buy
+40,703
New +$1.12M 0.64% 58