Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-3,760
Closed -$28K 765
2017
Q3
$28K Buy
3,760
+10
+0.3% +$74 0.04% 254
2017
Q2
$28K Buy
+3,750
New +$28K 0.28% 62
2014
Q4
Sell
-58,000
Closed -$209K 227
2014
Q3
$209K Buy
+58,000
New +$209K 0.63% 36
2013
Q4
Sell
-12,500
Closed -$54K 166
2013
Q3
$54K Buy
+12,500
New +$54K 0.06% 77