Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$394K Buy
6,183
+2,395
+63% +$153K 0.06% 444
2017
Q2
$236K Buy
+3,788
New +$236K 0.03% 498
2015
Q4
Sell
-18,277
Closed -$753K 697
2015
Q3
$753K Sell
18,277
-506
-3% -$20.8K 0.17% 247
2015
Q2
$906K Sell
18,783
-19,145
-50% -$923K 0.11% 272
2015
Q1
$1.76M Buy
37,928
+7,753
+26% +$359K 0.24% 181
2014
Q4
$1.3M Buy
+30,175
New +$1.3M 0.26% 166