Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$207K Sell
21,597
-20,337
-48% -$195K 0.31% 40
2017
Q2
$260K Sell
41,934
-23,124
-36% -$143K 0.45% 35
2017
Q1
$376K Sell
65,058
-100
-0.2% -$578 0.5% 44
2016
Q4
$365K Buy
65,158
+35,000
+116% +$196K 0.42% 44
2016
Q3
$231K Buy
+30,158
New +$231K 0.18% 59