Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-15,874
Closed -$286K 148
2017
Q1
$286K Sell
15,874
-139
-0.9% -$2.5K 0.12% 92
2016
Q4
$247K Buy
+16,013
New +$247K 0.11% 92