Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-3,186
Closed -$92K 2650
2016
Q4
$92K Sell
3,186
-714
-18% -$20.6K 0.04% 987
2016
Q3
$101K Sell
3,900
-300
-7% -$7.77K 0.07% 546
2016
Q2
$113K Sell
4,200
-700
-14% -$18.8K 0.08% 351
2016
Q1
$122K Buy
+4,900
New +$122K 0.08% 238