Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-30
Closed -$3.28K 582
2017
Q1
$3.28K Buy
+30
New +$3.28K ﹤0.01% 631
2015
Q1
Sell
-7,975
Closed -$830K 212
2014
Q4
$830K Sell
7,975
-135
-2% -$14.1K 0.59% 52
2014
Q3
$815K Buy
8,110
+700
+9% +$70.3K 0.67% 49
2014
Q2
$808K Buy
7,410
+965
+15% +$105K 0.63% 48
2014
Q1
$664K Buy
6,445
+1,990
+45% +$205K 0.63% 57
2013
Q4
$512K Buy
4,455
+745
+20% +$85.6K 0.45% 89
2013
Q3
$382K Buy
3,710
+690
+23% +$71K 0.42% 102
2013
Q2
$258K Buy
+3,020
New +$258K 0.33% 120