Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,139
Closed -$250K 204
2016
Q4
$250K Sell
2,139
-387
-15% -$45.2K 0.07% 183
2016
Q3
$307K Buy
2,526
+180
+8% +$21.9K 0.09% 166
2016
Q2
$278K Sell
2,346
-37
-2% -$4.38K 0.09% 170
2016
Q1
$266K Sell
2,383
-251
-10% -$28K 0.09% 175
2015
Q4
$301K Buy
+2,634
New +$301K 0.1% 155