Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-8,253
Closed -$347K 215
2017
Q3
$347K Buy
8,253
+324
+4% +$13.6K 0.49% 119
2017
Q2
$363K Buy
+7,929
New +$363K 0.49% 27
2016
Q3
Sell
-7,062
Closed -$348K 252
2016
Q2
$348K Sell
7,062
-2,557
-27% -$126K 0.29% 142
2016
Q1
$517K Buy
+9,619
New +$517K 0.31% 189
2015
Q2
Sell
-5,693
Closed -$325K 353
2015
Q1
$325K Buy
+5,693
New +$325K 0.17% 254