Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,934
Closed -$174K 159
2017
Q1
$174K Sell
5,934
-3,074
-34% -$90.1K 0.09% 144
2016
Q4
$207K Buy
+9,008
New +$207K 0.11% 134