Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
$529K Hold
8,289
0.04% 331
2017
Q3
$583K Sell
8,289
-770
-8% -$54.2K 0.04% 356
2017
Q2
$678K Sell
9,059
-1,053
-10% -$78.8K 0.04% 344
2017
Q1
$716K Sell
10,112
-23
-0.2% -$1.63K 0.04% 364
2016
Q4
$678K Buy
10,135
+644
+7% +$43.1K 0.05% 328
2016
Q3
$710K Sell
9,491
-1,156
-11% -$86.5K 0.05% 313
2016
Q2
$811K Sell
10,647
-3,167
-23% -$241K 0.06% 287
2016
Q1
$958K Sell
13,814
-1,975
-13% -$137K 0.06% 309
2015
Q4
$1.07M Buy
+15,789
New +$1.07M 0.06% 284