Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-44,625
Closed -$1.07M 693
2017
Q2
$1.07M Sell
44,625
-1,055
-2% -$25.2K 0.02% 339
2017
Q1
$1.08M Buy
+45,680
New +$1.08M 0.02% 328
2013
Q4
Sell
-8,715
Closed -$273K 643
2013
Q3
$273K Buy
8,715
+827
+10% +$25.9K 0.01% 487
2013
Q2
$279K Buy
+7,888
New +$279K 0.01% 441