Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,756
Closed -$215K 359
2017
Q2
$215K Sell
2,756
-921
-25% -$71.8K 0.03% 348
2017
Q1
$265K Sell
3,677
-394
-10% -$28.4K 0.04% 348
2016
Q4
$253K Buy
+4,071
New +$253K 0.04% 399
2015
Q2
Sell
-5,056
Closed -$363K 545
2015
Q1
$363K Buy
+5,056
New +$363K 0.05% 310