Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,809
Closed -$270K 60
2017
Q1
$270K Sell
5,809
-2,385
-29% -$111K 0.18% 36
2016
Q4
$317K Sell
8,194
-1,008
-11% -$39K 0.18% 37
2016
Q3
$397K Buy
+9,202
New +$397K 0.24% 38
2014
Q3
Hold
0
83
2014
Q2
Hold
0
71