Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-7,661
Closed -$466K 531
2016
Q4
$466K Buy
7,661
+2,828
+59% +$172K 0.07% 198
2016
Q3
$280K Buy
+4,833
New +$280K 0.04% 368
2014
Q1
Sell
-6,150
Closed -$280K 360
2013
Q4
$280K Buy
+6,150
New +$280K 0.07% 113