Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-22,175
Closed -$529K 628
2017
Q4
$529K Buy
22,175
+8,053
+57% +$192K 0.1% 350
2017
Q3
$429K Buy
+14,122
New +$429K 0.06% 523
2016
Q2
Sell
-21,513
Closed -$224K 849
2016
Q1
$224K Buy
21,513
+6,888
+47% +$71.7K 0.03% 786
2015
Q4
$156K Buy
+14,625
New +$156K 0.02% 796
2014
Q4
Sell
-14,200
Closed -$149K 654
2014
Q3
$149K Buy
14,200
+3,700
+35% +$38.8K 0.02% 548
2014
Q2
$113K Buy
+10,500
New +$113K 0.02% 501