Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,160
Closed -$231K 29
2017
Q1
$231K Sell
5,160
-406
-7% -$18.2K 2.1% 25
2016
Q4
$214K Buy
5,566
+611
+12% +$23.5K 2.58% 22
2016
Q3
$194K Hold
4,955
3.13% 21
2016
Q2
$203K Hold
4,955
3.06% 21
2016
Q1
$203K Buy
+4,955
New +$203K 3.24% 20