Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-13,180
Closed -$458K 65
2016
Q4
$458K Sell
13,180
-1,750
-12% -$60.8K 0.45% 57
2016
Q3
$537K Buy
14,930
+240
+2% +$8.63K 0.53% 58
2016
Q2
$530K Sell
14,690
-20,200
-58% -$729K 0.46% 63
2016
Q1
$1.1M Sell
34,890
-370
-1% -$11.7K 0.98% 40
2015
Q4
$1.06M Buy
+35,260
New +$1.06M 0.96% 40