Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-15,178
Closed -$288K 1315
2017
Q2
$288K Buy
15,178
+1,179
+8% +$22.4K 0.01% 1002
2017
Q1
$283K Sell
13,999
-2,236
-14% -$45.2K 0.01% 993
2016
Q4
$388K Buy
16,235
+138
+0.9% +$3.3K 0.01% 867
2016
Q3
$378K Buy
+16,097
New +$378K 0.02% 713
2014
Q3
Sell
-32,858
Closed -$521K 1016
2014
Q2
$521K Buy
32,858
+12,030
+58% +$191K 0.03% 566
2014
Q1
$402K Buy
20,828
+9,932
+91% +$192K 0.03% 507
2013
Q4
$271K Buy
+10,896
New +$271K 0.03% 562