Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-20,178
Closed -$644K 730
2016
Q4
$644K Buy
20,178
+11,584
+135% +$370K 4.32% 7
2016
Q3
$266K Buy
+8,594
New +$266K 0.22% 84
2015
Q2
Sell
-1,774
Closed -$69.7K 357
2015
Q1
$69.7K Sell
1,774
-1,183
-40% -$46.5K 0.06% 119
2014
Q4
$118K Buy
2,957
+592
+25% +$23.7K 0.14% 83
2014
Q3
$118K Buy
+2,365
New +$118K 0.35% 55