Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
98
2016
Q4
Sell
-5,000
Closed -$219K 129
2016
Q3
$219K Sell
5,000
-1,500
-23% -$65.7K 0.17% 60
2016
Q2
$246K Buy
+6,500
New +$246K 0.21% 51