Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-21,300
Closed -$630K 489
2017
Q2
$630K Buy
21,300
+4,636
+28% +$137K 0.46% 33
2017
Q1
$444K Buy
+16,664
New +$444K 0.3% 92
2016
Q4
Sell
-17,013
Closed -$467K 633
2016
Q3
$467K Buy
17,013
+9,329
+121% +$256K 0.36% 66
2016
Q2
$185K Buy
+7,684
New +$185K 0.2% 195