Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,091
Closed -$229K 958
2017
Q1
$229K Buy
+2,091
New +$229K ﹤0.01% 533
2016
Q4
Sell
-3,343
Closed -$394K 1069
2016
Q3
$394K Buy
+3,343
New +$394K ﹤0.01% 337
2015
Q2
Sell
-4,618
Closed -$525K 1070
2015
Q1
$525K Sell
4,618
-51
-1% -$5.8K ﹤0.01% 365
2014
Q4
$486K Sell
4,669
-492
-10% -$51.2K ﹤0.01% 400
2014
Q3
$518K Sell
5,161
-2,430
-32% -$244K ﹤0.01% 405
2014
Q2
$827K Sell
7,591
-2,597
-25% -$283K ﹤0.01% 330
2014
Q1
$1.05M Buy
+10,188
New +$1.05M ﹤0.01% 206