Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-60,907
Closed -$2.13M 143
2017
Q2
$2.13M Buy
+60,907
New +$2.13M 0.73% 22
2013
Q4
Sell
-38,016
Closed -$892K 270
2013
Q3
$892K Buy
38,016
+5,940
+19% +$139K 0.15% 86
2013
Q2
$698K Buy
+32,076
New +$698K 0.12% 90