Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,432
Closed -$269K 545
2016
Q4
$269K Sell
2,432
-734
-23% -$81.2K 0.03% 413
2016
Q3
$373K Buy
3,166
+164
+5% +$19.3K 0.05% 315
2016
Q2
$314K Buy
3,002
+121
+4% +$12.7K 0.04% 337
2016
Q1
$335K Buy
2,881
+1,045
+57% +$122K 0.05% 319
2015
Q4
$211K Buy
+1,836
New +$211K 0.03% 404