Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$677K Sell
14,591
-7,460
-34% -$346K 0.1% 359
2017
Q2
$996K Sell
22,051
-3,508
-14% -$158K 0.14% 288
2017
Q1
$1.02M Buy
25,559
+2,235
+10% +$89.5K 0.2% 199
2016
Q4
$892K Sell
23,324
-9,843
-30% -$376K 0.21% 190
2016
Q3
$986K Buy
33,167
+32,506
+4,918% +$966K 0.21% 191
2016
Q2
$15K Buy
+661
New +$15K ﹤0.01% 608