Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,009
Closed -$148K 214
2016
Q4
$148K Buy
2,009
+79
+4% +$5.82K 0.07% 177
2016
Q3
$151K Buy
+1,930
New +$151K 0.09% 145