Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,298
Closed -$352K 1395
2017
Q3
$352K Sell
2,298
-424
-16% -$64.9K 0.01% 975
2017
Q2
$450K Sell
2,722
-9
-0.3% -$1.49K 0.01% 870
2017
Q1
$476K Sell
2,731
-280
-9% -$48.8K 0.01% 817
2016
Q4
$513K Sell
3,011
-1,161
-28% -$198K 0.01% 801
2016
Q3
$809K Buy
4,172
+452
+12% +$87.6K 0.02% 638
2016
Q2
$684K Buy
+3,720
New +$684K 0.02% 671
2014
Q3
Sell
-2,342
Closed -$552K 1571
2014
Q2
$552K Buy
+2,342
New +$552K 0.02% 821