Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-62,309
Closed -$1.08M 744
2017
Q2
$1.08M Sell
62,309
-1,300
-2% -$22.6K 0.13% 287
2017
Q1
$1.2M Buy
+63,609
New +$1.2M 0.12% 293
2016
Q1
Sell
-82,875
Closed -$1.17M 897
2015
Q4
$1.17M Buy
+82,875
New +$1.17M 0.15% 208
2014
Q3
Sell
-34,681
Closed -$947K 588
2014
Q2
$947K Buy
+34,681
New +$947K 0.18% 156
2014
Q1
Sell
-117,500
Closed -$2.89M 381
2013
Q4
$2.89M Buy
+117,500
New +$2.89M 1.19% 21