Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-20,244
Closed -$1.03M 499
2017
Q1
$1.03M Sell
20,244
-46
-0.2% -$2.34K 0.06% 305
2016
Q4
$923K Buy
20,290
+1,290
+7% +$58.7K 0.06% 274
2016
Q3
$942K Buy
+19,000
New +$942K 0.07% 273