Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-14,216
Closed -$577K 826
2017
Q1
$577K Sell
14,216
-4,248
-23% -$172K 0.03% 593
2016
Q4
$677K Buy
18,464
+4,169
+29% +$153K 0.04% 493
2016
Q3
$407K Buy
+14,295
New +$407K 0.02% 724