Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$343K Sell
2,724
-5,519
-67% -$695K 0.01% 577
2017
Q1
$1.1M Buy
+8,243
New +$1.1M 0.02% 332
2016
Q1
Sell
-3,958
Closed -$429K 726
2015
Q4
$429K Sell
3,958
-3,475
-47% -$377K 0.01% 438
2015
Q3
$820K Buy
7,433
+450
+6% +$49.6K 0.02% 321
2015
Q2
$728K Buy
6,983
+3,055
+78% +$318K 0.01% 363
2015
Q1
$360K Buy
+3,928
New +$360K 0.01% 477