Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-4,388
Closed -$283K 89
2017
Q1
$283K Sell
4,388
-429
-9% -$27.7K 0.35% 59
2016
Q4
$253K Buy
+4,817
New +$253K 0.22% 63