Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,140
Closed -$232K 78
2017
Q1
$232K Buy
2,140
+350
+20% +$37.9K 0.21% 66
2016
Q4
$210K Buy
+1,790
New +$210K 0.19% 73