Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$2.45M Sell
27,550
-13,897
-34% -$1.24M 0.04% 82
2017
Q2
$3.28M Buy
+41,447
New +$3.28M 0.06% 42
2017
Q1
Sell
-8,429
Closed -$687K 701
2016
Q4
$687K Buy
+8,429
New +$687K 0.02% 214
2016
Q3
Hold
0
728
2015
Q2
Hold
0
1127
2015
Q1
Hold
0
1170