Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,207
Closed -$138K 497
2017
Q2
$138K Buy
+1,207
New +$138K ﹤0.01% 485
2017
Q1
Sell
-2,236
Closed -$201K 444
2016
Q4
$201K Sell
2,236
-1,916
-46% -$172K 0.01% 432
2016
Q3
$459K Buy
4,152
+739
+22% +$81.7K 0.02% 335
2016
Q2
$322K Buy
+3,413
New +$322K 0.01% 367