Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$420K Buy
3,997
+1,771
+80% +$186K 0.02% 579
2017
Q1
$242K Sell
2,226
-6,642
-75% -$722K 0.01% 683
2016
Q4
$1.04M Buy
+8,868
New +$1.04M 0.08% 228
2016
Q2
Sell
-3,700
Closed -$393K 897
2016
Q1
$393K Sell
3,700
-1,974
-35% -$210K 0.03% 509
2015
Q4
$698K Buy
+5,674
New +$698K 0.05% 378