Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,455
Closed -$12K 745
2017
Q1
$12K Sell
1,455
-35,913
-96% -$296K 0.01% 674
2016
Q4
$400K Sell
37,368
-24,345
-39% -$261K 0.27% 126
2016
Q3
$481K Buy
61,713
+45,074
+271% +$351K 0.38% 64
2016
Q2
$114K Buy
16,639
+15,209
+1,064% +$104K 0.12% 282
2016
Q1
$13K Buy
+1,430
New +$13K 0.02% 457