Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-3,565
Closed -$200K 1037
2017
Q3
$200K Buy
+3,565
New +$200K ﹤0.01% 903
2015
Q1
Sell
-8,774
Closed -$362K 1048
2014
Q4
$362K Sell
8,774
-2,673
-23% -$110K ﹤0.01% 724
2014
Q3
$423K Sell
11,447
-1,453
-11% -$53.7K 0.01% 696
2014
Q2
$558K Buy
+12,900
New +$558K 0.01% 607