Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-5,192
Closed -$759K 47
2017
Q3
$759K Buy
5,192
+3,445
+197% +$504K 0.01% 314
2017
Q2
$232K Sell
1,747
-13,253
-88% -$1.76M ﹤0.01% 326
2017
Q1
$1.78M Buy
+15,000
New +$1.78M 0.03% 160
2015
Q2
Sell
-5,487
Closed -$527K 302
2015
Q1
$527K Sell
5,487
-8,034
-59% -$772K 0.01% 287
2014
Q4
$1.28M Hold
13,521
0.03% 260
2014
Q3
$1.19M Buy
13,521
+7,424
+122% +$651K 0.03% 242
2014
Q2
$549K Buy
+6,097
New +$549K 0.01% 253