Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Hold
0
627
2016
Q4
Sell
-13,410
Closed -$399K 593
2016
Q3
$399K Buy
+13,410
New +$399K ﹤0.01% 333
2016
Q2
Hold
0
478
2016
Q1
Hold
0
471
2015
Q4
Hold
0
497
2015
Q3
Hold
0
571
2015
Q2
Hold
0
631
2014
Q4
Hold
0
699
2014
Q3
Hold
0
664
2014
Q2
Hold
0
766
2014
Q1
Hold
0
681
2013
Q4
Sell
-6,662
Closed -$208K 832
2013
Q3
$208K Buy
+6,662
New +$208K ﹤0.01% 809
2013
Q2
Hold
0
769