Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,791
Closed -$155K 699
2017
Q1
$155K Sell
2,791
-7,436
-73% -$413K 0.1% 370
2016
Q4
$635K Sell
10,227
-5,740
-36% -$356K 0.43% 35
2016
Q3
$870K Buy
15,967
+13,596
+573% +$741K 0.68% 7
2016
Q2
$152K Buy
+2,371
New +$152K 0.16% 219