Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-3,000
Closed -$335K 286
2016
Q4
$335K Buy
+3,000
New +$335K 0.01% 163
2016
Q3
Hold
0
228
2014
Q3
Hold
0
359
2014
Q2
Hold
0
325
2014
Q1
Sell
-9,258
Closed -$777K 325
2013
Q4
$777K Buy
+9,258
New +$777K 0.01% 164