Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-7,444
Closed -$259K 8
2017
Q3
$259K Sell
7,444
-7,103
-49% -$247K 0.23% 97
2017
Q2
$447K Sell
14,547
-2,229
-13% -$68.5K 0.34% 72
2017
Q1
$505K Buy
16,776
+1,122
+7% +$33.8K 0.43% 63
2016
Q4
$501K Buy
15,654
+555
+4% +$17.8K 0.44% 67
2016
Q3
$447K Sell
15,099
-778
-5% -$23K 0.46% 62
2016
Q2
$476K Buy
15,877
+301
+2% +$9.02K 0.44% 64
2016
Q1
$396K Buy
15,576
+178
+1% +$4.53K 0.39% 80
2015
Q4
$406K Buy
+15,398
New +$406K 0.41% 73