Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-7,300
Closed -$242K 383
2017
Q2
$242K Sell
7,300
-1,700
-19% -$56.4K 0.15% 166
2017
Q1
$298K Buy
+9,000
New +$298K 0.2% 131
2013
Q3
Sell
-69,500
Closed -$1.31M 904
2013
Q2
$1.31M Buy
+69,500
New +$1.31M 0.11% 291