Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,860
Closed -$467K 300
2017
Q2
$467K Sell
6,860
-1,403
-17% -$95.5K 0.18% 179
2017
Q1
$480K Buy
+8,263
New +$480K 0.16% 205
2014
Q1
Sell
-4,987
Closed -$206K 1547
2013
Q4
$206K Buy
+4,987
New +$206K 0.01% 1277
2013
Q3
Sell
-6,425
Closed -$209K 1599
2013
Q2
$209K Buy
+6,425
New +$209K 0.01% 1312