Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,711
Closed -$464K 44
2017
Q2
$464K Sell
1,711
-78
-4% -$21.2K 0.18% 183
2017
Q1
$489K Buy
1,789
+147
+9% +$40.2K 0.16% 186
2016
Q4
$466K Buy
+1,642
New +$466K 0.12% 280
2016
Q3
Sell
-1,329
Closed -$321K 757
2016
Q2
$321K Buy
+1,329
New +$321K 0.06% 578
2014
Q2
Sell
-876
Closed -$268K 1133
2014
Q1
$268K Buy
+876
New +$268K 0.02% 1074