Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-6,111
Closed -$218K 214
2017
Q3
$218K Sell
6,111
-83
-1% -$2.96K 0.17% 165
2017
Q2
$204K Buy
6,194
+155
+3% +$5.11K 0.17% 173
2017
Q1
$242K Sell
6,039
-176
-3% -$7.05K 0.21% 134
2016
Q4
$233K Sell
6,215
-373
-6% -$14K 0.2% 143
2016
Q3
$242K Buy
+6,588
New +$242K 0.21% 141