Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,813
Closed -$228K 442
2017
Q1
$228K Buy
+3,813
New +$228K 0.02% 381
2015
Q4
Sell
-7,085
Closed -$266K 377
2015
Q3
$266K Sell
7,085
-1,950
-22% -$73.2K 0.03% 296
2015
Q2
$398K Hold
9,035
0.04% 253
2015
Q1
$429K Sell
9,035
-800
-8% -$38K 0.05% 237
2014
Q4
$483K Buy
+9,835
New +$483K 0.05% 215