Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-15,248
Closed -$440K 951
2016
Q4
$440K Sell
15,248
-24,631
-62% -$711K 0.12% 309
2016
Q3
$1.03M Buy
+39,879
New +$1.03M 0.25% 148
2016
Q2
Sell
-14,700
Closed -$365K 1303
2016
Q1
$365K Buy
+14,700
New +$365K 0.05% 573