Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Hold
0
100
2017
Q2
Hold
0
97
2017
Q1
Sell
-1,000
Closed -$36K 129
2016
Q4
$36K Sell
1,000
-6,500
-87% -$234K 0.04% 72
2016
Q3
$278K Sell
7,500
-5,000
-40% -$185K 0.22% 56
2016
Q2
$420K Buy
12,500
+5,000
+67% +$168K 0.36% 35
2016
Q1
$331K Buy
+7,500
New +$331K 0.35% 39