Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-26,783
Closed -$3.29M 334
2017
Q1
$3.29M Sell
26,783
-1,810
-6% -$222K 0.52% 59
2016
Q4
$3.2M Buy
28,593
+237
+0.8% +$26.6K 0.43% 69
2016
Q3
$2.83M Sell
28,356
-738
-3% -$73.5K 0.38% 125
2016
Q2
$2.43M Buy
+29,094
New +$2.43M 0.37% 149