Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-3,300
Closed -$568K 719
2017
Q2
$568K Sell
3,300
-6,500
-66% -$1.12M 0.02% 650
2017
Q1
$1.61M Buy
+9,800
New +$1.61M 0.04% 359
2013
Q4
Sell
-26,500
Closed -$2.97M 511
2013
Q3
$2.97M Buy
+26,500
New +$2.97M 0.27% 76