Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,686
Closed -$20K 681
2016
Q4
$20K Buy
+1,686
New +$20K 0.01% 525
2016
Q3
Sell
-18,318
Closed -$148K 647
2016
Q2
$148K Sell
18,318
-38
-0.2% -$307 0.16% 227
2016
Q1
$151K Sell
18,356
-9,858
-35% -$81.1K 0.18% 208
2015
Q4
$224K Buy
+28,214
New +$224K 0.21% 176