Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-6,409
Closed -$353K 700
2017
Q1
$353K Buy
6,409
+156
+2% +$8.59K 0.24% 147
2016
Q4
$321K Sell
6,253
-9,774
-61% -$502K 0.22% 187
2016
Q3
$795K Buy
16,027
+8,508
+113% +$422K 0.62% 12
2016
Q2
$280K Buy
7,519
+7,211
+2,341% +$269K 0.3% 112
2016
Q1
$10K Buy
+308
New +$10K 0.01% 497