Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-13,812
Closed -$167K 259
2017
Q3
$167K Sell
13,812
-96,937
-88% -$1.17M 0.02% 327
2017
Q2
$1.24M Buy
110,749
+46,688
+73% +$522K 0.09% 179
2017
Q1
$746K Buy
64,061
+51,563
+413% +$600K 0.06% 215
2016
Q4
$152K Buy
+12,498
New +$152K 0.02% 304
2014
Q4
Sell
-18,605
Closed -$276K 31
2014
Q3
$276K Buy
18,605
+5,486
+42% +$81.4K 0.56% 38
2014
Q2
$226K Buy
+13,119
New +$226K 0.53% 35