Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-9,850
Closed -$231K 957
2016
Q4
$231K Buy
9,850
+401
+4% +$9.4K ﹤0.01% 508
2016
Q3
$215K Sell
9,449
-12,215
-56% -$278K ﹤0.01% 428
2016
Q2
$415K Buy
+21,664
New +$415K ﹤0.01% 305
2015
Q1
Sell
-20,935
Closed -$436K 967
2014
Q4
$436K Buy
20,935
+124
+0.6% +$2.58K ﹤0.01% 425
2014
Q3
$474K Buy
+20,811
New +$474K ﹤0.01% 430