Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-13,319
Closed -$457K 1499
2016
Q4
$457K Hold
13,319
﹤0.01% 1037
2016
Q3
$354K Sell
13,319
-2,966
-18% -$78.8K ﹤0.01% 1116
2016
Q2
$394K Buy
16,285
+843
+5% +$20.4K ﹤0.01% 1045
2016
Q1
$349K Buy
15,442
+55
+0.4% +$1.24K ﹤0.01% 1066
2015
Q4
$366K Buy
+15,387
New +$366K ﹤0.01% 1044
2014
Q2
Sell
-13,439
Closed -$313K 1698
2014
Q1
$313K Sell
13,439
-267
-2% -$6.22K ﹤0.01% 1548
2013
Q4
$319K Hold
13,706
﹤0.01% 1496
2013
Q3
$283K Buy
13,706
+89
+0.7% +$1.84K ﹤0.01% 1512
2013
Q2
$257K Buy
+13,617
New +$257K ﹤0.01% 1480