Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-5,027
Closed -$606K 290
2017
Q3
$606K Sell
5,027
-437
-8% -$52.7K 0.14% 133
2017
Q2
$694K Buy
+5,464
New +$694K 0.17% 123
2015
Q3
Sell
-17,756
Closed -$2.14M 129
2015
Q2
$2.14M Sell
17,756
-807
-4% -$97.1K 0.66% 44
2015
Q1
$2.13M Buy
18,563
+2,084
+13% +$240K 0.7% 53
2014
Q4
$2.15M Buy
+16,479
New +$2.15M 0.74% 45