Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-823
Closed -$136K 535
2017
Q2
$136K Sell
823
-359
-30% -$59.3K ﹤0.01% 489
2017
Q1
$206K Sell
1,182
-182
-13% -$31.7K 0.01% 419
2016
Q4
$232K Sell
1,364
-2,663
-66% -$453K 0.01% 414
2016
Q3
$781K Sell
4,027
-333
-8% -$64.6K 0.03% 289
2016
Q2
$802K Buy
+4,360
New +$802K 0.03% 285