Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-21,354
Closed -$203K 284
2017
Q2
$203K Sell
21,354
-41,338
-66% -$393K 0.02% 238
2017
Q1
$652K Hold
62,692
0.08% 190
2016
Q4
$544K Sell
62,692
-32,424
-34% -$281K 0.07% 199
2016
Q3
$881K Sell
95,116
-45,696
-32% -$423K 0.12% 159
2016
Q2
$1.26M Buy
+140,812
New +$1.26M 0.19% 118