Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$1.48M Sell
19,247
-7,345
-28% -$564K 0.21% 179
2017
Q2
$2.07M Buy
26,592
+17,397
+189% +$1.35M 0.3% 99
2017
Q1
$682K Sell
9,195
-784
-8% -$58.2K 0.13% 296
2016
Q4
$669K Sell
9,979
-1,713
-15% -$115K 0.16% 268
2016
Q3
$768K Buy
11,692
+7,151
+157% +$470K 0.16% 264
2016
Q2
$271K Buy
+4,541
New +$271K 0.07% 448