Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-5,677
Closed -$217K 203
2016
Q4
$217K Buy
5,677
+2,000
+54% +$76.4K 0.1% 166
2016
Q3
$142K Buy
+3,677
New +$142K 0.07% 189