Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-5,667
Closed -$259K 697
2017
Q2
$259K Sell
5,667
-34
-0.6% -$1.55K 0.01% 602
2017
Q1
$300K Buy
5,701
+34
+0.6% +$1.79K 0.01% 415
2016
Q4
$298K Buy
+5,667
New +$298K 0.02% 343