Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,671
Closed -$1.55M 31
2017
Q1
$1.55M Sell
5,671
-233
-4% -$63.7K 0.11% 56
2016
Q4
$1.67M Buy
+5,904
New +$1.67M 0.03% 74
2015
Q4
Sell
-10,551
Closed -$3.08M 103
2015
Q3
$3.08M Buy
+10,551
New +$3.08M 0.06% 70
2015
Q2
Sell
-46,268
Closed -$19.5M 189
2015
Q1
$19.5M Buy
+46,268
New +$19.5M 0.51% 43
2014
Q2
Sell
-783
Closed -$239K 181
2014
Q1
$239K Buy
+783
New +$239K 0.01% 119