Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-768
Closed -$208K 124
2017
Q2
$208K Sell
768
-50
-6% -$13.5K 0.03% 122
2017
Q1
$224K Sell
818
-61
-7% -$16.7K 0.03% 122
2016
Q4
$249K Sell
879
-4,622
-84% -$1.31M 0.04% 116
2016
Q3
$1.72M Sell
5,501
-4,213
-43% -$1.32M 0.28% 80
2016
Q2
$2.35M Buy
+9,714
New +$2.35M 0.39% 69