Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-10,729
Closed -$227K 740
2016
Q4
$227K Sell
10,729
-2,494
-19% -$52.8K 0.01% 659
2016
Q3
$300K Buy
13,223
+132
+1% +$3K 0.01% 575
2016
Q2
$298K Buy
13,091
+33
+0.3% +$751 0.01% 569
2016
Q1
$366K Buy
13,058
+38
+0.3% +$1.07K 0.01% 510
2015
Q4
$316K Buy
13,020
+1,771
+16% +$43K 0.01% 577
2015
Q3
$185K Buy
+11,249
New +$185K 0.01% 673