Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-405
Closed -$13.6K 332
2017
Q1
$13.6K Buy
+405
New +$13.6K 0.01% 526
2014
Q3
Sell
-26,005
Closed -$548K 181
2014
Q2
$548K Hold
26,005
0.43% 93
2014
Q1
$605K Buy
26,005
+2,554
+11% +$59.4K 0.57% 61
2013
Q4
$542K Sell
23,451
-3,885
-14% -$89.8K 0.48% 79
2013
Q3
$642K Buy
27,336
+2,495
+10% +$58.6K 0.7% 47
2013
Q2
$541K Buy
+24,841
New +$541K 0.68% 49