Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-11,000
Closed -$216K 80
2017
Q1
$216K Buy
11,000
+1,000
+10% +$19.6K 0.17% 54
2016
Q4
$161K Buy
+10,000
New +$161K 0.09% 54