Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$493K Sell
7,700
-270
-3% -$17.3K 0.19% 91
2017
Q2
$428K Sell
7,970
-261
-3% -$14K 0.18% 92
2017
Q1
$354K Sell
8,231
-150
-2% -$6.45K 0.16% 91
2016
Q4
$331K Buy
8,381
+96
+1% +$3.79K 0.17% 92
2016
Q3
$339K Sell
8,285
-6,750
-45% -$276K 0.15% 96
2016
Q2
$549K Sell
15,035
-4,976
-25% -$182K 0.26% 81
2016
Q1
$772K Sell
20,011
-75
-0.4% -$2.89K 0.37% 66
2015
Q4
$727K Sell
20,086
-77
-0.4% -$2.79K 0.32% 74
2015
Q3
$626K Buy
+20,163
New +$626K 0.29% 74