Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-11,196
Closed -$311K 661
2017
Q2
$311K Sell
11,196
-138,346
-93% -$3.84M 0.02% 509
2017
Q1
$2.62M Sell
149,542
-5,261
-3% -$92.3K 0.18% 164
2016
Q4
$2.96M Buy
154,803
+15,502
+11% +$297K 0.22% 151
2016
Q3
$2.86M Buy
+139,301
New +$2.86M 0.29% 106