Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,089
Closed -$315K 595
2017
Q3
$315K Sell
2,089
-157
-7% -$23.7K 0.05% 397
2017
Q2
$370K Sell
2,246
-148
-6% -$24.4K 0.06% 344
2017
Q1
$415K Sell
2,394
-25
-1% -$4.33K 0.07% 318
2016
Q4
$413K Sell
2,419
-5,480
-69% -$936K 0.07% 324
2016
Q3
$1.53M Buy
7,899
+320
+4% +$62K 0.26% 103
2016
Q2
$1.4M Buy
+7,579
New +$1.4M 0.25% 110