Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-13,668
Closed -$220K 1123
2016
Q4
$220K Sell
13,668
-21,255
-61% -$342K 0.01% 756
2016
Q3
$437K Sell
34,923
-15,451
-31% -$193K 0.02% 707
2016
Q2
$495K Buy
50,374
+1,579
+3% +$15.5K 0.02% 642
2016
Q1
$608K Buy
48,795
+4,785
+11% +$59.6K 0.04% 574
2015
Q4
$547K Buy
+44,010
New +$547K 0.04% 494