Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-324
Closed -$5K 606
2017
Q2
$5K Sell
324
-21,439
-99% -$331K ﹤0.01% 605
2017
Q1
$412K Sell
21,763
-7,688
-26% -$146K 0.28% 118
2016
Q4
$492K Sell
29,451
-5,188
-15% -$86.7K 0.33% 85
2016
Q3
$487K Buy
34,639
+18,323
+112% +$258K 0.38% 61
2016
Q2
$223K Buy
+16,316
New +$223K 0.24% 163