Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-226
Closed -$7K 159
2016
Q3
$7K Sell
226
-1,298
-85% -$40.2K 0.06% 63
2016
Q2
$40K Buy
+1,524
New +$40K 0.6% 60