Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-8,591
Closed -$709K 1215
2016
Q4
$709K Sell
8,591
-199
-2% -$16.4K ﹤0.01% 713
2016
Q3
$571K Hold
8,790
﹤0.01% 729
2016
Q2
$535K Buy
8,790
+340
+4% +$20.7K ﹤0.01% 733
2016
Q1
$488K Buy
+8,450
New +$488K ﹤0.01% 724