Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,988
Closed -$446K 525
2016
Q4
$446K Buy
2,988
+1,111
+59% +$166K 0.07% 209
2016
Q3
$277K Buy
+1,877
New +$277K 0.04% 400
2014
Q3
Sell
-3,821
Closed -$458K 293
2014
Q2
$458K Buy
+3,821
New +$458K 0.11% 98
2014
Q1
Sell
-4,192
Closed -$492K 336
2013
Q4
$492K Buy
+4,192
New +$492K 0.12% 79