Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-8,543
Closed -$479K 571
2017
Q3
$479K Buy
8,543
+3,574
+72% +$200K 0.07% 154
2017
Q2
$288K Sell
4,969
-363
-7% -$21K 0.04% 180
2017
Q1
$318K Sell
5,332
-40
-0.7% -$2.39K 0.05% 180
2016
Q4
$320K Buy
+5,372
New +$320K 0.05% 182
2014
Q1
Sell
-4,000
Closed -$214K 216
2013
Q4
$214K Buy
+4,000
New +$214K 0.03% 199