Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-7,730
Closed -$297K 234
2017
Q3
$297K Sell
7,730
-972
-11% -$37.3K 0.04% 201
2017
Q2
$304K Sell
8,702
-7,092
-45% -$248K 0.04% 198
2017
Q1
$530K Sell
15,794
-12,628
-44% -$424K 0.07% 176
2016
Q4
$844K Buy
28,422
+15,382
+118% +$457K 0.11% 152
2016
Q3
$429K Buy
+13,040
New +$429K 0.06% 185
2013
Q4
Sell
-16,211
Closed -$381K 201
2013
Q3
$381K Buy
16,211
+411
+3% +$9.66K 0.08% 138
2013
Q2
$344K Buy
+15,800
New +$344K 0.08% 142