Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-20,474
Closed -$816K 746
2016
Q4
$816K Buy
20,474
+5,247
+34% +$209K 0.05% 433
2016
Q3
$579K Sell
15,227
-38,016
-71% -$1.45M 0.04% 525
2016
Q2
$1.46M Buy
53,243
+14,523
+38% +$398K 0.1% 334
2016
Q1
$1.04M Buy
+38,720
New +$1.04M 0.1% 362