Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,197
Closed -$82K 712
2017
Q2
$82K Sell
1,197
-4,998
-81% -$342K 0.06% 412
2017
Q1
$416K Sell
6,195
-3,931
-39% -$264K 0.28% 114
2016
Q4
$600K Sell
10,126
-1,267
-11% -$75.1K 0.4% 51
2016
Q3
$644K Sell
11,393
-5,006
-31% -$283K 0.5% 21
2016
Q2
$704K Buy
+16,399
New +$704K 0.75% 12