Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-41,646
Closed -$3.1M 825
2017
Q1
$3.1M Sell
41,646
-1,121
-3% -$83.4K 0.18% 166
2016
Q4
$3.63M Buy
42,767
+36,996
+641% +$3.14M 0.21% 152
2016
Q3
$400K Buy
+5,771
New +$400K 0.02% 728