Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,496
Closed -$237K 174
2016
Q4
$237K Sell
1,496
-235
-14% -$37.2K 0.21% 141
2016
Q3
$263K Sell
1,731
-51
-3% -$7.75K 0.27% 116
2016
Q2
$257K Buy
1,782
+36
+2% +$5.19K 0.24% 117
2016
Q1
$251K Sell
1,746
-611
-26% -$87.8K 0.25% 114
2015
Q4
$310K Buy
+2,357
New +$310K 0.31% 102