Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-30,171
Closed -$565K 242
2017
Q2
$565K Sell
30,171
-506
-2% -$9.48K 0.07% 128
2017
Q1
$545K Buy
30,677
+510
+2% +$9.06K 0.07% 129
2016
Q4
$551K Buy
30,167
+10
+0% +$183 0.09% 123
2016
Q3
$367K Buy
30,157
+15
+0% +$183 0.07% 149
2016
Q2
$333K Buy
+30,142
New +$333K 0.06% 177