Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-26,150
Closed -$1.22M 106
2017
Q1
$1.22M Buy
26,150
+588
+2% +$27.4K 0.11% 61
2016
Q4
$1.16M Sell
25,562
-16,360
-39% -$739K 0.12% 57
2016
Q3
$1.5M Sell
41,922
-4,608
-10% -$165K 0.15% 47
2016
Q2
$1.54M Buy
46,530
+26,130
+128% +$865K 0.14% 51
2016
Q1
$1.45M Buy
+20,400
New +$1.45M 0.14% 57
2014
Q2
Sell
-50,167
Closed -$2.07M 214
2014
Q1
$2.07M Buy
+50,167
New +$2.07M 0.12% 118