Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-2,528
Closed -$307K 642
2017
Q2
$307K Buy
2,528
+1,850
+273% +$225K 0.22% 180
2017
Q1
$83K Sell
678
-2,839
-81% -$348K 0.06% 464
2016
Q4
$394K Sell
3,517
-418
-11% -$46.8K 0.26% 128
2016
Q3
$392K Buy
3,935
+1,049
+36% +$105K 0.31% 91
2016
Q2
$241K Buy
2,886
+2,743
+1,918% +$229K 0.26% 142
2016
Q1
$11K Buy
+143
New +$11K 0.01% 483